EWA
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EverSource Wealth Advisors’s NerdWallet NRDS Stock Holding History

EverSource Wealth Advisors’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 		$8.12K Buy
878
+330
+60% +$3.09K ﹤0.01% 3029
2026
Q1 		$5.69K Buy
548
+304
+125% +$3.42K ﹤0.01% 3211
2025
Q4 		$3.31K Hold
244
– – ﹤0.01% 3300
2025
Q3 		$2.63K Sell
244
-182
-43% -$1.94K ﹤0.01% 3428
2025
Q2 		$4.67K Buy
426
+375
+735% +$3.76K ﹤0.01% 3189
2025
Q1 		$462 Buy
51
+38
+292% +$455 ﹤0.01% 3485
2024
Q4 		$173 Buy
+13
New +$173 ﹤0.01% 3456

Other funds holding NRDS

OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

EverSource Wealth Advisors's NRDS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its NerdWallet (NRDS) stake by 60% in Q2 2026, buying an estimated $3.09K and bringing the position to 878 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #3029.

EverSource Wealth Advisors first reported a position in NRDS in Q4 2024 and has held it in 7 quarters since. 31 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • EverSource Wealth Advisors held 878 shares of NerdWallet worth $8.12K as of Q2 2026.
  • EverSource Wealth Advisors bought 330 NerdWallet shares in Q2 2026, an estimated $3.09K.
  • NerdWallet made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3029 holding.
  • EverSource Wealth Advisors first reported a position in NerdWallet in Q4 2024 and has held it in 7 quarters since.
  • 31 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.