Focus Partners Wealth’s Udemy UDMY Stock Holding History

Focus Partners Wealth’s Portfolio UDMY Stock Details UDMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-15,750	Closed	-$72.8K	–	2970
2026 Q1	$72.8K	Sell	15,750 -64,769	-80%	-$319K	﹤0.01%	2550
2025 Q4	$471K	Sell	80,519 -841	-1%	-$4.91K	﹤0.01%	1979
2025 Q3	$570K	Buy	81,360 +1,947	+2%	+$13.7K	﹤0.01%	1558
2025 Q2	$558K	Sell	79,413 -24	-0%	-$166	﹤0.01%	1391
2025 Q1	$616K	Buy	79,437 +1,468	+2%	+$12.5K	﹤0.01%	1246
2024 Q4	$642K	Buy	77,969 +13	+0%	+$105	﹤0.01%	1221
2024 Q3	$580K	Buy	+77,956	New	+$629K	﹤0.01%	1101

Other funds holding UDMY

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Focus Partners Wealth's UDMY Position: Q2 2026 in Review

Focus Partners Wealth sold out of Udemy (UDMY) in Q2 2026, closing a stake of 15,750 shares — an estimated $72.8K sold.

Focus Partners Wealth first reported a position in UDMY in Q3 2024 and held it in 7 quarters. The position peaked at $642K in Q4 2024. 1 fund tracked by Wall St. Rank holds UDMY as of Q2 2026.

Focus Partners Wealth reported no remaining Udemy position as of Q2 2026 after selling out during the quarter.
Focus Partners Wealth sold 15,750 Udemy shares in Q2 2026, an estimated $72.8K.
Focus Partners Wealth first reported a position in Udemy in Q3 2024 and held it in 7 quarters.
Focus Partners Wealth's Udemy position peaked at $642K in Q4 2024.
1 fund tracked by Wall St. Rank held Udemy as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.