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Root Financial Partners’s NerdWallet NRDS Stock Holding History

Root Financial 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
2026
Q2 		– Sell
-153
Closed -$1.59K – 2216
2026
Q1 		$1.59K Buy
+153
New +$1.72K ﹤0.01% 2414

Other funds holding NRDS

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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

Root Financial Partners's NRDS Position: Q2 2026 in Review

Root Financial Partners sold out of NerdWallet (NRDS) in Q2 2026, closing a stake of 153 shares — an estimated $1.59K sold.

Root Financial Partners first reported a position in NRDS in Q1 2026 and held it in 1 quarter. The position peaked at $1.59K in Q1 2026. 147 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Root Financial Partners reported no remaining NerdWallet position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 153 NerdWallet shares in Q2 2026, an estimated $1.59K.
  • Root Financial Partners first reported a position in NerdWallet in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's NerdWallet position peaked at $1.59K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.