Focus Partners Wealth
NRDS icon

Focus Partners Wealth’s NerdWallet NRDS Stock Holding History

Focus Partners Wealth’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
2025
Q4 		– Sell
-13,832
Closed -$149K – 2764
2025
Q3 		$149K Sell
13,832
-46
-0.3% -$490 ﹤0.01% 2091
2025
Q2 		$152K Buy
+13,878
New +$139K ﹤0.01% 1907

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Focus Partners Wealth's NRDS Position: Q4 2025 in Review

Focus Partners Wealth sold out of NerdWallet (NRDS) in Q4 2025, closing a stake of 13,832 shares — an estimated $149K sold.

Focus Partners Wealth first reported a position in NRDS in Q2 2025 and held it in 2 quarters. The position peaked at $152K in Q2 2025. 161 funds tracked by Wall St. Rank hold NRDS as of Q4 2025.

  • Focus Partners Wealth reported no remaining NerdWallet position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 13,832 NerdWallet shares in Q4 2025, an estimated $149K.
  • Focus Partners Wealth first reported a position in NerdWallet in Q2 2025 and held it in 2 quarters.
  • Focus Partners Wealth's NerdWallet position peaked at $152K in Q2 2025.
  • 161 funds tracked by Wall St. Rank held NerdWallet as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.