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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
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 $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

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.