Vontobel Holding
NRDS icon

Vontobel Holding’s NerdWallet NRDS Stock Holding History

Vontobel Holding’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 		$175K Sell
16,879
-4,274
-20% -$48.1K ﹤0.01% 1124
2025
Q4 		$287K Sell
21,153
-2,454
-10% -$32.1K ﹤0.01% 1180
2025
Q3 		$254K Sell
23,607
-1,954
-8% -$20.8K ﹤0.01% 1157
2025
Q2 		$280K Buy
25,561
+12
+0% +$120 ﹤0.01% 1069
2025
Q1 		$231K Buy
25,549
+5,589
+28% +$67K ﹤0.01% 980
2024
Q4 		$265K Sell
19,960
-281
-1% -$3.75K ﹤0.01% 942
2024
Q3 		$257K Sell
20,241
-806
-4% -$10.7K ﹤0.01% 953
2024
Q2 		$307K Sell
21,047
-813
-4% -$11.1K ﹤0.01% 884
2024
Q1 		$321K Sell
21,860
-681
-3% -$10.5K ﹤0.01% 890
2023
Q4 		$332K Sell
22,541
-17,804
-44% -$196K ﹤0.01% 898
2023
Q3 		$359K Sell
40,345
-4,355
-10% -$40.7K ﹤0.01% 852
2023
Q2 		$421K Buy
+44,700
New +$505K ﹤0.01% 829

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 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 $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vontobel Holding's NRDS Position: Q1 2026 in Review

Vontobel Holding reduced its NerdWallet (NRDS) stake by 20% in Q1 2026, selling an estimated $48.1K and leaving 16,879 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Vontobel Holding first reported a position in NRDS in Q2 2023 and has held it in 12 quarters since. The position peaked at $421K in Q2 2023. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • Vontobel Holding held 16,879 shares of NerdWallet worth $175K as of Q1 2026.
  • Vontobel Holding sold 4,274 NerdWallet shares in Q1 2026, an estimated $48.1K.
  • NerdWallet made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #1124 holding.
  • Vontobel Holding first reported a position in NerdWallet in Q2 2023 and has held it in 12 quarters since.
  • Vontobel Holding's NerdWallet position peaked at $421K in Q2 2023.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.