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Aventura Private Wealth’s Nerdy NRDY Stock Holding History

Aventura Private Wealth’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
2026
Q1 		– Sell
-150
Closed -$2.34K – 937
2025
Q4 		$2.34K Buy
150
+99
+194% +$1.67K ﹤0.01% 672
2025
Q3 		$969 Buy
+51
New +$1.09K ﹤0.01% 737

Other funds holding NRDY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Aventura Private Wealth's NRDY Position: Q1 2026 in Review

Aventura Private Wealth sold out of Nerdy (NRDY) in Q1 2026, closing a stake of 150 shares — an estimated $2.34K sold.

Aventura Private Wealth first reported a position in NRDY in Q3 2025 and held it in 2 quarters. The position peaked at $2.34K in Q4 2025. 90 funds tracked by Wall St. Rank hold NRDY as of Q1 2026.

  • Aventura Private Wealth reported no remaining Nerdy position as of Q1 2026 after selling out during the quarter.
  • Aventura Private Wealth sold 150 Nerdy shares in Q1 2026, an estimated $2.34K.
  • Aventura Private Wealth first reported a position in Nerdy in Q3 2025 and held it in 2 quarters.
  • Aventura Private Wealth's Nerdy position peaked at $2.34K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Nerdy as of Q1 2026.

Based on Aventura Private Wealth's 13F filing for Q1 2026, filed 6 May 2026.