MWM
NRDS icon

Moran Wealth Management’s NerdWallet NRDS Stock Holding History

Moran Wealth Management’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
Q1 		– Sell
-10,916
Closed -$148K – 534
2025
Q4 		$148K Buy
+10,916
New +$143K ﹤0.01% 485

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Moran Wealth Management's NRDS Position: Q1 2026 in Review

Moran Wealth Management sold out of NerdWallet (NRDS) in Q1 2026, closing a stake of 10,916 shares — an estimated $148K sold.

Moran Wealth Management first reported a position in NRDS in Q4 2025 and held it in 1 quarter. The position peaked at $148K in Q4 2025. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • Moran Wealth Management reported no remaining NerdWallet position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 10,916 NerdWallet shares in Q1 2026, an estimated $148K.
  • Moran Wealth Management first reported a position in NerdWallet in Q4 2025 and held it in 1 quarter.
  • Moran Wealth Management's NerdWallet position peaked at $148K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.