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
2,078
+1,871
+904% +$26.9K ﹤0.01% 4277
2025
Q4 		$3K Buy
207
+65
+46% +$1.1K ﹤0.01% 4996
2025
Q3 		$3K Sell
142
-67
-32% -$1.44K ﹤0.01% 4916
2025
Q2 		$5K Sell
209
-48
-19% -$1.15K ﹤0.01% 4632
2025
Q1 		$5K Buy
257
+137
+114% +$3.46K ﹤0.01% 4471
2024
Q4 		$3K Buy
120
+100
+500% +$1.86K ﹤0.01% 4430
2024
Q3 		$0 Buy
20
+15
+300% +$288 ﹤0.01% 5040
2024
Q2 		$0 Buy
+5
New +$165 ﹤0.01% 4820
2024
Q1 		– Hold
0
– – – 4600
2022
Q4 		– Sell
-9
Closed – – 4156
2022
Q3 		$0 Buy
+9
New +$362 ﹤0.01% 4105

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

Carson Wealth (CWM LLC)'s NRDY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Nerdy (NRDY) stake by 904% in Q1 2026, buying an estimated $26.9K and bringing the position to 2,078 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4277.

Carson Wealth (CWM LLC) first reported a position in NRDY in Q3 2022 and has held it in 9 quarters since. 90 funds tracked by Wall St. Rank hold NRDY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,078 shares of Nerdy worth $25.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,871 Nerdy shares in Q1 2026, an estimated $26.9K.
  • Nerdy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4277 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nerdy in Q3 2022 and has held it in 9 quarters since.
  • 90 funds tracked by Wall St. Rank held Nerdy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.