Oliver Lagore Vanvalin Investment Group’s NerdWallet NRDS Stock Holding History

Oliver Lagore Vanvalin Investment 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	$163	Buy	+18	New	+$181	﹤0.01%	632
2024 Q4	$239	Hold	18	–	–	﹤0.01%	648
2024 Q3	$229	Hold	18	–	–	﹤0.01%	644
2024 Q2	$263	Hold	18	–	–	﹤0.01%	680
2024 Q1	$265	Hold	18	–	–	﹤0.01%	686
2023 Q4	$265	Hold	18	–	–	﹤0.01%	710
2023 Q3	$160	Hold	18	–	–	﹤0.01%	810
2023 Q2	$169	Hold	18	–	–	﹤0.01%	751
2023 Q1	$291	Hold	18	–	–	﹤0.01%	668
2022 Q4	$173	Hold	18	–	–	﹤0.01%	638
2022 Q3	$0	Hold	18	–	–	﹤0.01%	703
2022 Q2	$0	Hold	18	–	–	﹤0.01%	676
2022 Q1	$0	Buy	+18	New	+$231	﹤0.01%	576

Other funds holding NRDS

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's NRDS Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in NerdWallet (NRDS) in Q2 2025: 18 shares worth $163. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in NRDS as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in NRDS in Q1 2022 and has held it in 13 quarters since. The position peaked at $291 in Q1 2023. 139 funds tracked by Wall St. Rank hold NRDS as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 18 shares of NerdWallet worth $163 as of Q2 2025.
NerdWallet was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
NerdWallet made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #632 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in NerdWallet in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's NerdWallet position peaked at $291 in Q1 2023.
139 funds tracked by Wall St. Rank held NerdWallet as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.