Vontobel Holding
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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
Q2 		– Sell
-16,879
Closed -$175K – 1521
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 $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

Vontobel Holding's NRDS Position: Q2 2026 in Review

Vontobel Holding sold out of NerdWallet (NRDS) in Q2 2026, closing a stake of 16,879 shares — an estimated $175K sold.

Vontobel Holding first reported a position in NRDS in Q2 2023 and held it in 12 quarters. The position peaked at $421K in Q2 2023. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Vontobel Holding reported no remaining NerdWallet position as of Q2 2026 after selling out during the quarter.
  • Vontobel Holding sold 16,879 NerdWallet shares in Q2 2026, an estimated $175K.
  • Vontobel Holding first reported a position in NerdWallet in Q2 2023 and held it in 12 quarters.
  • Vontobel Holding's NerdWallet position peaked at $421K in Q2 2023.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.