UBS AM
NRDS icon

UBS AM’s NerdWallet NRDS Stock Holding History

UBS AM’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 		$475K Sell
51,388
-10,563
-17% -$98.9K ﹤0.01% 2558
2026
Q1 		$643K Buy
61,951
+12,445
+25% +$140K ﹤0.01% 2483
2025
Q4 		$671K Buy
49,506
+17,190
+53% +$225K ﹤0.01% 2260
2025
Q3 		$348K Sell
32,316
-59,367
-65% -$633K ﹤0.01% 2194
2025
Q2 		$1.01M Buy
91,683
+6,527
+8% +$65.5K ﹤0.01% 2384
2025
Q1 		$771K Sell
85,156
-7,946
-9% -$95.2K ﹤0.01% 2403
2024
Q4 		$1.24M Buy
93,102
+38,070
+69% +$508K ﹤0.01% 2281
2024
Q3 		$699K Sell
55,032
-6,371
-10% -$84.3K ﹤0.01% 2537
2024
Q2 		$896K Buy
61,403
+51,403
+514% +$705K ﹤0.01% 2432
2024
Q1 		$147K Hold
10,000
– – ﹤0.01% 2483
2023
Q4 		$147K Hold
10,000
– – ﹤0.01% 2511
2023
Q3 		$88.9K Buy
+10,000
New +$93.5K ﹤0.01% 2570

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

UBS AM's NRDS Position: Q2 2026 in Review

UBS AM reduced its NerdWallet (NRDS) stake by 17% in Q2 2026, selling an estimated $98.9K and leaving 51,388 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #2558.

UBS AM first reported a position in NRDS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q4 2024. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • UBS AM held 51,388 shares of NerdWallet worth $475K as of Q2 2026.
  • UBS AM sold 10,563 NerdWallet shares in Q2 2026, an estimated $98.9K.
  • NerdWallet made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2558 holding.
  • UBS AM first reported a position in NerdWallet in Q3 2023 and has held it in 12 quarters since.
  • UBS AM's NerdWallet position peaked at $1.24M in Q4 2024.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.