Invesco
NRDS icon

Invesco’s NerdWallet NRDS Stock Holding History

Invesco’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 		$1.06M Buy
114,109
+1,040
+0.9% +$9.73K ﹤0.01% 2898
2026
Q1 		$1.17M Buy
113,069
+9,843
+10% +$111K ﹤0.01% 2795
2025
Q4 		$1.4M Buy
103,226
+22,406
+28% +$293K ﹤0.01% 2763
2025
Q3 		$870K Buy
80,820
+18,998
+31% +$202K ﹤0.01% 2995
2025
Q2 		$678K Buy
61,822
+15,019
+32% +$151K ﹤0.01% 3034
2025
Q1 		$424K Buy
46,803
+14,291
+44% +$171K ﹤0.01% 3219
2024
Q4 		$432K Sell
32,512
-146
-0.4% -$1.95K ﹤0.01% 3295
2024
Q3 		$415K Sell
32,658
-16,201
-33% -$214K ﹤0.01% 3307
2024
Q2 		$713K Sell
48,859
-12,232
-20% -$168K ﹤0.01% 3115
2024
Q1 		$898K Sell
61,091
-296,377
-83% -$4.58M ﹤0.01% 3044
2023
Q4 		$5.26M Buy
357,468
+342,546
+2,296% +$3.77M ﹤0.01% 2205
2023
Q3 		$133K Hold
14,922
– – ﹤0.01% 3682
2023
Q2 		$140K Sell
14,922
-108,264
-88% -$1.22M ﹤0.01% 3677
2023
Q1 		$1.99M Buy
123,186
+101,258
+462% +$1.53M ﹤0.01% 2632
2022
Q4 		$211K Buy
21,928
+9,483
+76% +$106K ﹤0.01% 3664
2022
Q3 		$111K Sell
12,445
-1,555
-11% -$15.3K ﹤0.01% 3818
2022
Q2 		$111K Buy
+14,000
New +$142K ﹤0.01% 3868

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

Invesco's NRDS Position: Q2 2026 in Review

Invesco increased its NerdWallet (NRDS) stake by 0.92% in Q2 2026, buying an estimated $9.73K and bringing the position to 114,109 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2898.

Invesco first reported a position in NRDS in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.26M in Q4 2023. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Invesco held 114,109 shares of NerdWallet worth $1.06M as of Q2 2026.
  • Invesco bought 1,040 NerdWallet shares in Q2 2026, an estimated $9.73K.
  • NerdWallet made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #2898 holding.
  • Invesco first reported a position in NerdWallet in Q2 2022 and has held it in 17 quarters since.
  • Invesco's NerdWallet position peaked at $5.26M in Q4 2023.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.