AIS
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AM Investment Strategies’s Nerdy NRDY Stock Holding History

AM Investment Strategies’s Portfolio NRDY Stock Details NRDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-31,140
Closed -$39K – 120
2025
Q3 		$39K Hold
31,140
– – 0.01% 110
2025
Q2 		$50K Buy
31,140
+1,140
+4% +$1.82K 0.01% 106
2025
Q1 		$43K Hold
30,000
– – 0.01% 106
2024
Q4 		$49K Hold
30,000
– – 0.01% 99
2024
Q3 		$29K Buy
+30,000
New +$38.4K 0.01% 103

Other funds holding NRDY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return