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Covestor’s NerdWallet NRDS Stock Holding History

Covestor’s Portfolio NRDS Stock Details NRDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29K Buy
2,780
+264
+10% +$2.97K 0.02% 968
2025
Q4 		$34K Buy
+2,516
New +$32.9K 0.02% 1053
2024
Q3 		– Sell
-2,547
Closed -$37K – 2569
2024
Q2 		$37K Sell
2,547
-154
-6% -$2.11K 0.02% 983
2024
Q1 		$40K Sell
2,701
-128
-5% -$1.98K 0.03% 965
2023
Q4 		$42K Buy
+2,829
New +$31.2K 0.03% 929

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Covestor's NRDS Position: Q1 2026 in Review

Covestor increased its NerdWallet (NRDS) stake by 10% in Q1 2026, buying an estimated $2.97K and bringing the position to 2,780 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #968.

Covestor first reported a position in NRDS in Q4 2023 and has held it in 5 quarters since. The position peaked at $42K in Q4 2023. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • Covestor held 2,780 shares of NerdWallet worth $29K as of Q1 2026.
  • Covestor bought 264 NerdWallet shares in Q1 2026, an estimated $2.97K.
  • NerdWallet made up 0.02% of Covestor's portfolio in Q1 2026, its #968 holding.
  • Covestor first reported a position in NerdWallet in Q4 2023 and has held it in 5 quarters since.
  • Covestor's NerdWallet position peaked at $42K in Q4 2023.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.