Creative Planning’s NerdWallet NRDS Stock Holding History

Creative Planning’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 Q2	$200K	Sell	21,621 -133,103	-86%	-$1.25M	﹤0.01%	3875
2026 Q1	$1.61M	Buy	154,724 +45,687	+42%	+$514K	﹤0.01%	2080
2025 Q4	$1.48M	Buy	109,037 +62,664	+135%	+$820K	﹤0.01%	1967
2025 Q3	$499K	Buy	46,373 +30,202	+187%	+$322K	﹤0.01%	2723
2025 Q2	$177K	Buy	+16,171	New	+$162K	﹤0.01%	3270

Other funds holding NRDS

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Creative Planning's NRDS Position: Q2 2026 in Review

Creative Planning reduced its NerdWallet (NRDS) stake by 86% in Q2 2026, selling an estimated $1.25M and leaving 21,621 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #3875.

Creative Planning first reported a position in NRDS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.61M in Q1 2026. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

Creative Planning held 21,621 shares of NerdWallet worth $200K as of Q2 2026.
Creative Planning sold 133,103 NerdWallet shares in Q2 2026, an estimated $1.25M.
NerdWallet made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3875 holding.
Creative Planning first reported a position in NerdWallet in Q2 2025 and has held it in 5 quarters since.
Creative Planning's NerdWallet position peaked at $1.61M in Q1 2026.
148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.