PWA
NRDS icon

Physician Wealth Advisors’s NerdWallet NRDS Stock Holding History

Physician Wealth Advisors’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
-95
Closed -$1.29K – 2184
2025
Q4 		$1.29K Hold
95
– – ﹤0.01% 1492
2025
Q3 		$1.02K Buy
+95
New +$1.01K ﹤0.01% 1561
2025
Q2 		– Sell
-106
Closed -$960 – 1923
2025
Q1 		$960 Buy
+106
New +$1.27K ﹤0.01% 1102

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

Physician Wealth Advisors's NRDS Position: Q1 2026 in Review

Physician Wealth Advisors sold out of NerdWallet (NRDS) in Q1 2026, closing a stake of 95 shares — an estimated $1.29K sold.

Physician Wealth Advisors first reported a position in NRDS in Q1 2025 and held it in 3 quarters. The position peaked at $1.29K in Q4 2025. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • Physician Wealth Advisors reported no remaining NerdWallet position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 95 NerdWallet shares in Q1 2026, an estimated $1.29K.
  • Physician Wealth Advisors first reported a position in NerdWallet in Q1 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's NerdWallet position peaked at $1.29K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.