Carson Wealth (CWM LLC)
NRDY icon

Carson Wealth (CWM LLC)’s Nerdy NRDY Stock Holding History

Carson Wealth (CWM LLC)’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 		$25.4K Buy
31,169
+28,059
+902% +$26.9K ﹤0.01% 4277
2025
Q4 		$3K Buy
3,110
+987
+46% +$1.11K ﹤0.01% 4996
2025
Q3 		$3K Sell
2,123
-1,008
-32% -$1.44K ﹤0.01% 4916
2025
Q2 		$5K Sell
3,131
-731
-19% -$1.17K ﹤0.01% 4632
2025
Q1 		$5K Buy
3,862
+2,060
+114% +$3.46K ﹤0.01% 4471
2024
Q4 		$3K Buy
1,802
+1,495
+487% +$1.85K ﹤0.01% 4430
2024
Q3 		$0 Buy
307
+227
+284% +$291 ﹤0.01% 5040
2024
Q2 		$0 Buy
80
+79
+7,900% +$174 ﹤0.01% 4821
2024
Q1 		$0 Buy
+1
New +$3 ﹤0.01% 4600
2022
Q4 		– Sell
-131
Closed – – 4157
2022
Q3 		$0 Buy
+131
New +$351 ﹤0.01% 4105

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM