Ridgecrest Wealth Partners’s NerdWallet NRDS Stock Holding History

Ridgecrest Wealth Partners’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 Q4	–	Sell	-14,218	Closed	-$153K	–	114
2025 Q3	$153K	Hold	14,218	–	–	0.07%	117
2025 Q2	$156K	Hold	14,218	–	–	0.08%	109
2025 Q1	$129K	Hold	14,218	–	–	0.07%	111
2024 Q4	$189K	Hold	14,218	–	–	0.1%	105
2024 Q3	$181K	Hold	14,218	–	–	0.09%	110
2024 Q2	$208K	Hold	14,218	–	–	0.13%	97
2024 Q1	$209K	Hold	14,218	–	–	0.12%	101
2023 Q4	$209K	Hold	14,218	–	–	0.14%	94
2023 Q3	$126K	Hold	14,218	–	–	0.09%	93
2023 Q2	$134K	Hold	14,218	–	–	0.09%	99
2023 Q1	$230K	Hold	14,218	–	–	0.16%	86
2022 Q4	$136K	Hold	14,218	–	–	0.1%	90
2022 Q3	$126K	Buy	+14,218	New	+$139K	0.1%	92

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

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

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

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Ridgecrest Wealth Partners's NRDS Position: Q4 2025 in Review

Ridgecrest Wealth Partners sold out of NerdWallet (NRDS) in Q4 2025, closing a stake of 14,218 shares — an estimated $153K sold.

Ridgecrest Wealth Partners first reported a position in NRDS in Q3 2022 and held it in 13 quarters. The position peaked at $230K in Q1 2023. 161 funds tracked by Wall St. Rank hold NRDS as of Q4 2025.

Ridgecrest Wealth Partners reported no remaining NerdWallet position as of Q4 2025 after selling out during the quarter.
Ridgecrest Wealth Partners sold 14,218 NerdWallet shares in Q4 2025, an estimated $153K.
Ridgecrest Wealth Partners first reported a position in NerdWallet in Q3 2022 and held it in 13 quarters.
Ridgecrest Wealth Partners's NerdWallet position peaked at $230K in Q1 2023.
161 funds tracked by Wall St. Rank held NerdWallet as of Q4 2025.

Based on Ridgecrest Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.