Wellington Management Group
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Wellington Management Group’s NerdWallet NRDS Stock Holding History

Wellington Management Group’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
-612,227
Closed -$6.35M – 2026
2026
Q1 		$6.35M Buy
+612,227
New +$6.89M ﹤0.01% 1359
2023
Q2 		– Sell
-30,694
Closed -$497K – 1943
2023
Q1 		$497K Buy
+30,694
New +$462K ﹤0.01% 1838

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

Wellington Management Group's NRDS Position: Q2 2026 in Review

Wellington Management Group sold out of NerdWallet (NRDS) in Q2 2026, closing a stake of 612,227 shares — an estimated $6.35M sold.

Wellington Management Group first reported a position in NRDS in Q1 2023 and held it in 2 quarters. The position peaked at $6.35M in Q1 2026. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Wellington Management Group reported no remaining NerdWallet position as of Q2 2026 after selling out during the quarter.
  • Wellington Management Group sold 612,227 NerdWallet shares in Q2 2026, an estimated $6.35M.
  • Wellington Management Group first reported a position in NerdWallet in Q1 2023 and held it in 2 quarters.
  • Wellington Management Group's NerdWallet position peaked at $6.35M in Q1 2026.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.