Global Retirement Partners’s NerdWallet NRDS Stock Holding History

Global Retirement 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 Q2	$2.41K	Buy	+261	New	+$2.44K	﹤0.01%	3938
2025 Q4	$1.07K	Buy	+79	New	+$1.03K	﹤0.01%	3876
2025 Q3	–	Sell	-448	Closed	-$4.92K	–	3971
2025 Q2	$4.92K	Buy	+448	New	+$4.49K	﹤0.01%	2916
2024 Q4	$5.96K	Hold	448	–	–	﹤0.01%	2614
2024 Q3	$5.69K	Hold	448	–	–	﹤0.01%	2513
2024 Q2	$6.54K	Hold	448	–	–	﹤0.01%	2485
2024 Q1	$6.59K	Hold	448	–	–	﹤0.01%	2289
2023 Q4	$6.52K	Hold	448	–	–	﹤0.01%	2220
2023 Q3	$3.68K	Hold	448	–	–	﹤0.01%	2300
2023 Q2	$4.22K	Buy	+448	New	+$5.06K	﹤0.01%	2267

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

Global Retirement Partners's NRDS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in NerdWallet (NRDS) in Q2 2026: 261 shares worth $2.41K. The stake represents ﹤0.01% of the portfolio and ranks #3938 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NRDS as recently as Q4 2025.

Global Retirement Partners first reported a position in NRDS in Q2 2023 and has held it in 10 quarters since. The position peaked at $6.59K in Q1 2024. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

Global Retirement Partners held 261 shares of NerdWallet worth $2.41K as of Q2 2026.
NerdWallet was a new Global Retirement Partners position in Q2 2026.
NerdWallet made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3938 holding.
Global Retirement Partners first reported a position in NerdWallet in Q2 2023 and has held it in 10 quarters since.
Global Retirement Partners's NerdWallet position peaked at $6.59K in Q1 2024.
148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.