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
Q2 		$4.54K Sell
491
-2,359
-83% -$22.1K ﹤0.01% 6984
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 $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

Osaic Holdings's NRDS Position: Q2 2026 in Review

Osaic Holdings reduced its NerdWallet (NRDS) stake by 83% in Q2 2026, selling an estimated $22.1K and leaving 491 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #6984.

Osaic Holdings first reported a position in NRDS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.66M in Q2 2023. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Osaic Holdings held 491 shares of NerdWallet worth $4.54K as of Q2 2026.
  • Osaic Holdings sold 2,359 NerdWallet shares in Q2 2026, an estimated $22.1K.
  • NerdWallet made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6984 holding.
  • Osaic Holdings first reported a position in NerdWallet in Q4 2021 and has held it in 19 quarters since.
  • Osaic Holdings's NerdWallet position peaked at $1.66M in Q2 2023.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.