True Wealth Design
NRDS icon

True Wealth Design’s NerdWallet NRDS Stock Holding History

True Wealth Design’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
Q3 		$738 Sell
84
-7
-8% -$66 ﹤0.01% 2025
2026
Q2 		$842 Sell
91
-246
-73% -$2.3K ﹤0.01% 2048
2026
Q1 		$3.5K Sell
337
-7
-2% -$79 ﹤0.01% 1342
2025
Q4 		$4.66K Hold
344
– – ﹤0.01% 1111
2025
Q3 		$3.7K Sell
344
-12
-3% -$128 ﹤0.01% 1202
2025
Q2 		$3.91K Buy
356
+195
+121% +$1.96K ﹤0.01% 899
2025
Q1 		$1.46K Buy
+161
New +$1.93K ﹤0.01% 1123

Other funds holding NRDS

SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

True Wealth Design's NRDS Position: Q3 2026 in Review

True Wealth Design reduced its NerdWallet (NRDS) stake by 7.7% in Q3 2026, selling an estimated $66 and leaving 84 shares worth $738. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

True Wealth Design first reported a position in NRDS in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.66K in Q4 2025. 20 funds tracked by Wall St. Rank hold NRDS as of Q3 2026.

  • True Wealth Design held 84 shares of NerdWallet worth $738 as of Q3 2026.
  • True Wealth Design sold 7 NerdWallet shares in Q3 2026, an estimated $66.
  • NerdWallet made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2025 holding.
  • True Wealth Design first reported a position in NerdWallet in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's NerdWallet position peaked at $4.66K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held NerdWallet as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.