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Integrated Wealth Concepts’s NerdWallet NRDS Stock Holding History

Integrated Wealth Concepts’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 		$999 Buy
+108
New +$1.01K ﹤0.01% 5535

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Integrated Wealth Concepts's NRDS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in NerdWallet (NRDS) in Q2 2026: 108 shares worth $999. The stake represents ﹤0.01% of the portfolio and ranks #5535 among its holdings.

147 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Integrated Wealth Concepts held 108 shares of NerdWallet worth $999 as of Q2 2026.
  • NerdWallet was a new Integrated Wealth Concepts position in Q2 2026.
  • NerdWallet made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5535 holding.
  • 147 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.