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Nerdwallet shares owned by Badgley Phelps Wealth Managers

Quarter-by-quarter ownership of Nerdwallet (NRDS) shares owned by Badgley Phelps Wealth Managers from 13F filings

Historical chart of Badgley Phelps Wealth Managers investment in Nerdwallet

Tip: Access up to 7 years of quarterly data

All positions including Nerdwallet held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nerdwallet by Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2024-09-30 $969k 76k 12.71
2024-03-31 $1.1M 76k 14.70
2023-12-31 $1.1M 76k 14.72

More positions owned by Badgley Phelps Wealth Managers

Microsoft Corporation (MSFT)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Costco Wholesale Corporation (COST)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Columbia Sportswear Company (COLM)
JPMorgan Chase & Co. (JPM)

View all positions for Badgley Phelps Wealth Managers

Top funds holding Nerdwallet

Innovius Capital Management
Vanguard Group
T. Rowe Price Investment Management
BlackRock
FMR
State Street Corporation
Connor, Clark & Lunn Investment Management
Quinn Opportunity Partners
Dimensional Fund Advisors
Geode Capital Management
Alta Fox Capital Management
Citadel Advisors
Arrowstreet Capital, Limited Partnership
Renaissance Technologies
Millennium Management

View all funds holding Nerdwallet