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Smartleaf Asset Management’s NerdWallet NRDS Stock Holding History

Smartleaf Asset 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 		$160 Hold
17
– – ﹤0.01% 3324
2026
Q1 		$172 Hold
17
– – ﹤0.01% 3352
2025
Q4 		$237 Buy
+17
New +$222 ﹤0.01% 3346

Other funds holding NRDS

TCM
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

Smartleaf Asset Management's NRDS Position: Q2 2026 in Review

Smartleaf Asset Management held its NerdWallet (NRDS) position steady in Q2 2026 at 17 shares worth $160. The position accounts for ﹤0.01% of the portfolio, ranked #3324.

Smartleaf Asset Management first reported a position in NRDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $237 in Q4 2025. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Smartleaf Asset Management held 17 shares of NerdWallet worth $160 as of Q2 2026.
  • Smartleaf Asset Management left its NerdWallet share count unchanged in Q2 2026.
  • NerdWallet made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3324 holding.
  • Smartleaf Asset Management first reported a position in NerdWallet in Q4 2025 and has held it in 3 quarters since.
  • Smartleaf Asset Management's NerdWallet position peaked at $237 in Q4 2025.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.