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Journey Advisory Group’s NerdWallet NRDS Stock Holding History

Journey Advisory Group’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
-164,278
Closed -$1.49M – 289
2025
Q1 		$1.49M Buy
+164,278
New +$1.97M 0.12% 125

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Journey Advisory Group's NRDS Position: Q2 2025 in Review

Journey Advisory Group sold out of NerdWallet (NRDS) in Q2 2025, closing a stake of 164,278 shares — an estimated $1.49M sold.

Journey Advisory Group first reported a position in NRDS in Q1 2025 and held it in 1 quarter. The position peaked at $1.49M in Q1 2025. 139 funds tracked by Wall St. Rank hold NRDS as of Q2 2025.

  • Journey Advisory Group reported no remaining NerdWallet position as of Q2 2025 after selling out during the quarter.
  • Journey Advisory Group sold 164,278 NerdWallet shares in Q2 2025, an estimated $1.49M.
  • Journey Advisory Group first reported a position in NerdWallet in Q1 2025 and held it in 1 quarter.
  • Journey Advisory Group's NerdWallet position peaked at $1.49M in Q1 2025.
  • 139 funds tracked by Wall St. Rank held NerdWallet as of Q2 2025.

Based on Journey Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.