First Trust Advisors’s NerdWallet NRDS Stock Holding History

First Trust 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	$883K	Sell	95,461 -17,456	-15%	-$163K	﹤0.01%	2271
2026 Q1	$1.17M	Buy	112,917 +2,801	+3%	+$31.5K	﹤0.01%	2108
2025 Q4	$1.49M	Sell	110,116 -5,941	-5%	-$77.7K	﹤0.01%	2013
2025 Q3	$1.25M	Buy	+116,057	New	+$1.24M	﹤0.01%	2031
2023 Q2	–	Sell	-31,262	Closed	-$506K	–	2418
2023 Q1	$506K	Buy	+31,262	New	+$471K	﹤0.01%	2135

Other funds holding NRDS

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

First Trust Advisors's NRDS Position: Q2 2026 in Review

First Trust Advisors reduced its NerdWallet (NRDS) stake by 15% in Q2 2026, selling an estimated $163K and leaving 95,461 shares worth $883K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

First Trust Advisors first reported a position in NRDS in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.49M in Q4 2025. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

First Trust Advisors held 95,461 shares of NerdWallet worth $883K as of Q2 2026.
First Trust Advisors sold 17,456 NerdWallet shares in Q2 2026, an estimated $163K.
NerdWallet made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2271 holding.
First Trust Advisors first reported a position in NerdWallet in Q1 2023 and has held it in 5 quarters since.
First Trust Advisors's NerdWallet position peaked at $1.49M in Q4 2025.
148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.