IA
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IFP Advisors’s Nerdy NRDY Stock Holding History

IFP 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
Q1 		$286 Buy
350
+321
+1,107% +$308 ﹤0.01% 4546
2025
Q4 		$30 Buy
29
+22
+314% +$25 ﹤0.01% 4763
2025
Q3 		$9 Buy
+7
New +$10 ﹤0.01% 4790
2025
Q2 		– Sell
-625
Closed -$888 – 4997
2025
Q1 		$888 Hold
625
– – ﹤0.01% 3359
2024
Q4 		$1.01K Sell
625
-75
-11% -$93 ﹤0.01% 3276
2024
Q3 		$688 Buy
+700
New +$896 ﹤0.01% 3118

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