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Wealth Preservation Advisors’s NerdWallet NRDS Stock Holding History

Wealth Preservation Advisors’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 		$83 Buy
+8
New +$90 ﹤0.01% 948

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

Wealth Preservation Advisors's NRDS Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in NerdWallet (NRDS) in Q1 2026: 8 shares worth $83. The stake represents ﹤0.01% of the portfolio and ranks #948 among its holdings.

158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

  • Wealth Preservation Advisors held 8 shares of NerdWallet worth $83 as of Q1 2026.
  • NerdWallet was a new Wealth Preservation Advisors position in Q1 2026.
  • NerdWallet made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #948 holding.
  • 158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.