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Sound Income Strategies’s NerdWallet NRDS Stock Holding History

Sound Income Strategies’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
Q1 		– Sell
-300
Closed -$3.85K – 2677
2025
Q4 		$3.85K Buy
+300
New +$3.92K ﹤0.01% 1917

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sound Income Strategies's NRDS Position: Q1 2026 in Review

Sound Income Strategies sold out of NerdWallet (NRDS) in Q1 2026, closing a stake of 300 shares — an estimated $3.85K sold.

Sound Income Strategies first reported a position in NRDS in Q4 2025 and held it in 1 quarter. The position peaked at $3.85K in Q4 2025. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • Sound Income Strategies reported no remaining NerdWallet position as of Q1 2026 after selling out during the quarter.
  • Sound Income Strategies sold 300 NerdWallet shares in Q1 2026, an estimated $3.85K.
  • Sound Income Strategies first reported a position in NerdWallet in Q4 2025 and held it in 1 quarter.
  • Sound Income Strategies's NerdWallet position peaked at $3.85K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.