Osaic Holdings
NRDS icon

Osaic Holdings’s NerdWallet NRDS Stock Holding History

Osaic Holdings’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 		$29.6K Buy
2,850
+2,303
+421% +$25.9K ﹤0.01% 5591
2025
Q4 		$7.41K Buy
547
+492
+895% +$6.44K ﹤0.01% 6501
2025
Q3 		$580 Buy
55
+30
+120% +$320 ﹤0.01% 7508
2025
Q2 		$274 Sell
25
-6
-19% -$60 ﹤0.01% 7461
2025
Q1 		$280 Sell
31
-25
-45% -$300 ﹤0.01% 7118
2024
Q4 		$744 Sell
56
-173
-76% -$2.31K ﹤0.01% 6921
2024
Q3 		$2.91K Sell
229
-89
-28% -$1.18K ﹤0.01% 6460
2024
Q2 		$4.64K Buy
318
+293
+1,172% +$4.02K ﹤0.01% 6219
2024
Q1 		$367 Hold
25
– – ﹤0.01% 6881
2023
Q4 		$368 Buy
25
+11
+79% +$121 ﹤0.01% 6938
2023
Q3 		$124 Sell
14
-176,654
-100% -$1.65M ﹤0.01% 7204
2023
Q2 		$1.66M Buy
176,668
+125,150
+243% +$1.41M ﹤0.01% 2040
2023
Q1 		$834K Buy
51,518
+51,500
+286,111% +$776K ﹤0.01% 2646
2022
Q4 		$0 Hold
18
– – ﹤0.01% 7355
2022
Q3 		$0 Hold
18
– – ﹤0.01% 7432
2022
Q2 		$0 Buy
18
+4
+29% +$41 ﹤0.01% 7515
2022
Q1 		$0 Hold
14
– – ﹤0.01% 7412
2021
Q4 		$0 Buy
+14
New +$274 ﹤0.01% 7508

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

Osaic Holdings's NRDS Position: Q1 2026 in Review

Osaic Holdings increased its NerdWallet (NRDS) stake by 421% in Q1 2026, buying an estimated $25.9K and bringing the position to 2,850 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5591.

Osaic Holdings first reported a position in NRDS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.66M in Q2 2023. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • Osaic Holdings held 2,850 shares of NerdWallet worth $29.6K as of Q1 2026.
  • Osaic Holdings bought 2,303 NerdWallet shares in Q1 2026, an estimated $25.9K.
  • NerdWallet made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5591 holding.
  • Osaic Holdings first reported a position in NerdWallet in Q4 2021 and has held it in 18 quarters since.
  • Osaic Holdings's NerdWallet position peaked at $1.66M in Q2 2023.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.