Fortitude Family Office’s NerdWallet NRDS Stock Holding History

Fortitude Family Office’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 Q2	–	Sell	-362	Closed	-$3.28K	–	2099
2025 Q1	$3.28K	Hold	362	–	–	﹤0.01%	833
2024 Q4	$4.82K	Buy	362 +13	+4%	+$173	﹤0.01%	855
2024 Q3	$4.44K	Hold	349	–	–	﹤0.01%	822
2024 Q2	$5.09K	Hold	349	–	–	﹤0.01%	582
2024 Q1	$5.13K	Hold	349	–	–	﹤0.01%	596
2023 Q4	$5.14K	Buy	+349	New	+$3.85K	﹤0.01%	617

Other funds holding NRDS

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fortitude Family Office's NRDS Position: Q2 2025 in Review

Fortitude Family Office sold out of NerdWallet (NRDS) in Q2 2025, closing a stake of 362 shares — an estimated $3.28K sold.

Fortitude Family Office first reported a position in NRDS in Q4 2023 and held it in 6 quarters. The position peaked at $5.14K in Q4 2023. 139 funds tracked by Wall St. Rank hold NRDS as of Q2 2025.

Fortitude Family Office reported no remaining NerdWallet position as of Q2 2025 after selling out during the quarter.
Fortitude Family Office sold 362 NerdWallet shares in Q2 2025, an estimated $3.28K.
Fortitude Family Office first reported a position in NerdWallet in Q4 2023 and held it in 6 quarters.
Fortitude Family Office's NerdWallet position peaked at $5.14K in Q4 2023.
139 funds tracked by Wall St. Rank held NerdWallet as of Q2 2025.

Based on Fortitude Family Office's 13F filing for Q2 2025, filed 15 Jul 2025.