Morgan Stanley
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Morgan Stanley’s NerdWallet NRDS Stock Holding History

Morgan Stanley’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 		$5.78M Buy
624,993
+421,649
+207% +$3.95M ﹤0.01% 4129
2026
Q1 		$2.11M Buy
203,344
+14,147
+7% +$159K ﹤0.01% 4731
2025
Q4 		$2.56M Sell
189,197
-168,163
-47% -$2.2M ﹤0.01% 4639
2025
Q3 		$3.85M Sell
357,360
-178,928
-33% -$1.91M ﹤0.01% 4354
2025
Q2 		$5.88M Sell
536,288
-84,958
-14% -$852K ﹤0.01% 3926
2025
Q1 		$5.62M Buy
621,246
+233,368
+60% +$2.8M ﹤0.01% 3835
2024
Q4 		$5.16M Buy
387,878
+151,942
+64% +$2.03M ﹤0.01% 3971
2024
Q3 		$3M Sell
235,936
-241,588
-51% -$3.2M ﹤0.01% 4367
2024
Q2 		$6.97M Buy
477,524
+292,135
+158% +$4M ﹤0.01% 3618
2024
Q1 		$2.73M Sell
185,389
-97,659
-35% -$1.51M ﹤0.01% 4368
2023
Q4 		$4.17M Buy
283,048
+208,452
+279% +$2.3M ﹤0.01% 4058
2023
Q3 		$663K Sell
74,596
-265,889
-78% -$2.49M ﹤0.01% 5027
2023
Q2 		$3.2M Sell
340,485
-245,268
-42% -$2.77M ﹤0.01% 4100
2023
Q1 		$9.48M Buy
585,753
+519,271
+781% +$7.82M ﹤0.01% 3199
2022
Q4 		$638K Buy
66,482
+32,414
+95% +$364K ﹤0.01% 5112
2022
Q3 		$302K Sell
34,068
-4,294
-11% -$42.1K ﹤0.01% 5524
2022
Q2 		$305K Buy
38,362
+28,917
+306% +$294K ﹤0.01% 5677
2022
Q1 		$113K Sell
9,445
-98,867
-91% -$1.27M ﹤0.01% 6239
2021
Q4 		$1.69M Buy
+108,312
New +$2.12M ﹤0.01% 4702

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

Morgan Stanley's NRDS Position: Q2 2026 in Review

Morgan Stanley increased its NerdWallet (NRDS) stake by 207% in Q2 2026, buying an estimated $3.95M and bringing the position to 624,993 shares worth $5.78M. The position accounts for ﹤0.01% of the portfolio, ranked #4129.

Morgan Stanley first reported a position in NRDS in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.48M in Q1 2023. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Morgan Stanley held 624,993 shares of NerdWallet worth $5.78M as of Q2 2026.
  • Morgan Stanley bought 421,649 NerdWallet shares in Q2 2026, an estimated $3.95M.
  • NerdWallet made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4129 holding.
  • Morgan Stanley first reported a position in NerdWallet in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's NerdWallet position peaked at $9.48M in Q1 2023.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.