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EverSource Wealth Advisors’s Nerdy NRDY Stock Holding History

EverSource Wealth Advisors’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
Q2 		$2.07K Buy
151
+52
+53% +$679 ﹤0.01% 3710
2026
Q1 		$1.21K Buy
99
+79
+395% +$1.14K ﹤0.01% 3794
2025
Q4 		$311 Buy
20
+3
+18% +$51 ﹤0.01% 3960
2025
Q3 		$329 Sell
17
-10
-37% -$215 ﹤0.01% 4036
2025
Q2 		$665 Sell
27
-11
-29% -$263 ﹤0.01% 3827
2025
Q1 		$809 Buy
+38
New +$959 ﹤0.01% 3304

Other funds holding NRDY

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

EverSource Wealth Advisors's NRDY Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Nerdy (NRDY) stake by 53% in Q2 2026, buying an estimated $679 and bringing the position to 151 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #3710.

EverSource Wealth Advisors first reported a position in NRDY in Q1 2025 and has held it in 6 quarters since. 80 funds tracked by Wall St. Rank hold NRDY as of Q2 2026.

  • EverSource Wealth Advisors held 151 shares of Nerdy worth $2.07K as of Q2 2026.
  • EverSource Wealth Advisors bought 52 Nerdy shares in Q2 2026, an estimated $679.
  • Nerdy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3710 holding.
  • EverSource Wealth Advisors first reported a position in Nerdy in Q1 2025 and has held it in 6 quarters since.
  • 80 funds tracked by Wall St. Rank held Nerdy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.