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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

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Arrowstreet Capital
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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
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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