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Essential Partners’s NerdWallet NRDS Stock Holding History

Essential Partners’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
Q3 		$2.47K Buy
281
+242
+621% +$2.27K ﹤0.01% 1840
2026
Q2 		$361 Sell
39
-865
-96% -$8.1K ﹤0.01% 2538
2026
Q1 		$9.38K Buy
904
+289
+47% +$3.25K ﹤0.01% 1290
2025
Q4 		$8.33K Hold
615
– – ﹤0.01% 1229
2025
Q3 		$6.62K Sell
615
-178
-22% -$1.9K ﹤0.01% 1316
2025
Q2 		$8.7K Buy
+793
New +$7.95K ﹤0.01% 883

Other funds holding NRDS

SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's NRDS Position: Q3 2026 in Review

Essential Partners increased its NerdWallet (NRDS) stake by 621% in Q3 2026, buying an estimated $2.27K and bringing the position to 281 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Essential Partners first reported a position in NRDS in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.38K in Q1 2026. 12 funds tracked by Wall St. Rank hold NRDS as of Q3 2026.

  • Essential Partners held 281 shares of NerdWallet worth $2.47K as of Q3 2026.
  • Essential Partners bought 242 NerdWallet shares in Q3 2026, an estimated $2.27K.
  • NerdWallet made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1840 holding.
  • Essential Partners first reported a position in NerdWallet in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's NerdWallet position peaked at $9.38K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held NerdWallet as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.