Rothschild Investment LLC’s NerdWallet NRDS Stock Holding History

Rothschild Investment LLC’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	$999	Sell	108 -100	-48%	-$936	﹤0.01%	3044
2026 Q1	$2.16K	Buy	208 +112	+117%	+$1.26K	﹤0.01%	2526
2025 Q4	$1.3K	Buy	96 +1	+1%	+$13	﹤0.01%	2573
2025 Q3	$1.02K	Hold	95	–	–	﹤0.01%	2565
2025 Q2	$1.04K	Buy	+95	New	+$953	﹤0.01%	2450
2025 Q1	–	Sell	-10	Closed	-$133	–	3078
2024 Q4	$133	Sell	10 -30	-75%	-$400	﹤0.01%	2870
2024 Q3	$508	Buy	40 +10	+33%	+$132	﹤0.01%	2463
2024 Q2	$438	Buy	+30	New	+$411	﹤0.01%	2102

Other funds holding NRDS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Rothschild Investment LLC's NRDS Position: Q2 2026 in Review

Rothschild Investment LLC reduced its NerdWallet (NRDS) stake by 48% in Q2 2026, selling an estimated $936 and leaving 108 shares worth $999. The position accounts for ﹤0.01% of the portfolio, ranked #3044.

Rothschild Investment LLC first reported a position in NRDS in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.16K in Q1 2026. 41 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

Rothschild Investment LLC held 108 shares of NerdWallet worth $999 as of Q2 2026.
Rothschild Investment LLC sold 100 NerdWallet shares in Q2 2026, an estimated $936.
NerdWallet made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3044 holding.
Rothschild Investment LLC first reported a position in NerdWallet in Q2 2024 and has held it in 8 quarters since.
Rothschild Investment LLC's NerdWallet position peaked at $2.16K in Q1 2026.
41 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.