Rockefeller Capital Management
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Rockefeller Capital Management’s NerdWallet NRDS Stock Holding History

Rockefeller Capital Management’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 		– Sell
-84
Closed -$872 – 4831
2026
Q1 		$872 Buy
+84
New +$946 ﹤0.01% 4505
2023
Q1 		– Sell
-3
Closed – – 3232
2022
Q4 		$0 Buy
+3
New +$34 ﹤0.01% 4095

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Rockefeller Capital Management's NRDS Position: Q2 2026 in Review

Rockefeller Capital Management sold out of NerdWallet (NRDS) in Q2 2026, closing a stake of 84 shares — an estimated $872 sold.

Rockefeller Capital Management first reported a position in NRDS in Q4 2022 and held it in 2 quarters. The position peaked at $872 in Q1 2026. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Rockefeller Capital Management reported no remaining NerdWallet position as of Q2 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 84 NerdWallet shares in Q2 2026, an estimated $872.
  • Rockefeller Capital Management first reported a position in NerdWallet in Q4 2022 and held it in 2 quarters.
  • Rockefeller Capital Management's NerdWallet position peaked at $872 in Q1 2026.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.