Creative Planning
NRDS icon

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
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 $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

Creative Planning's NRDS Position: Q1 2026 in Review

Creative Planning increased its NerdWallet (NRDS) stake by 42% in Q1 2026, buying an estimated $514K and bringing the position to 154,724 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Creative Planning first reported a position in NRDS in Q2 2025 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • Creative Planning held 154,724 shares of NerdWallet worth $1.61M as of Q1 2026.
  • Creative Planning bought 45,687 NerdWallet shares in Q1 2026, an estimated $514K.
  • NerdWallet made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2080 holding.
  • Creative Planning first reported a position in NerdWallet in Q2 2025 and has held it in 4 quarters since.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.