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
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 $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

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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Global Retirement Partners's NRDS Position: Q4 2025 in Review

Global Retirement Partners opened a new position in NerdWallet (NRDS) in Q4 2025: 79 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #3876 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NRDS as recently as Q2 2025.

Global Retirement Partners first reported a position in NRDS in Q2 2023 and has held it in 9 quarters since. The position peaked at $6.59K in Q1 2024. 161 funds tracked by Wall St. Rank hold NRDS as of Q4 2025.

Global Retirement Partners held 79 shares of NerdWallet worth $1.07K as of Q4 2025.
NerdWallet was a new Global Retirement Partners position in Q4 2025.
NerdWallet made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3876 holding.
Global Retirement Partners first reported a position in NerdWallet in Q2 2023 and has held it in 9 quarters since.
Global Retirement Partners's NerdWallet position peaked at $6.59K in Q1 2024.
161 funds tracked by Wall St. Rank held NerdWallet as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.