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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
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

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Essential Partners's NRDS Position: Q2 2026 in Review

Essential Partners reduced its NerdWallet (NRDS) stake by 96% in Q2 2026, selling an estimated $8.1K and leaving 39 shares worth $361. The position accounts for ﹤0.01% of the portfolio, ranked #2538.

Essential Partners first reported a position in NRDS in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.38K in Q1 2026. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Essential Partners held 39 shares of NerdWallet worth $361 as of Q2 2026.
  • Essential Partners sold 865 NerdWallet shares in Q2 2026, an estimated $8.1K.
  • NerdWallet made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2538 holding.
  • Essential Partners first reported a position in NerdWallet in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's NerdWallet position peaked at $9.38K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.