Essential Partners’s NerdWallet NRDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Essential Partners's NRDS Position: Q1 2026 in Review

Essential Partners increased its NerdWallet (NRDS) stake by 47% in Q1 2026, buying an estimated $3.25K and bringing the position to 904 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Essential Partners 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.

  • Essential Partners held 904 shares of NerdWallet worth $9.38K as of Q1 2026.
  • Essential Partners bought 289 NerdWallet shares in Q1 2026, an estimated $3.25K.
  • NerdWallet made up ﹤0.01% of Essential Partners's portfolio in Q1 2026, its #1290 holding.
  • Essential Partners 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 Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.