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Kestra Private Wealth Services’s Nerdy NRDY Stock Holding History

Kestra Private Wealth Services’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 		$21.6K Hold
1,573
– – ﹤0.01% 1790
2026
Q1 		$19.3K Hold
1,573
– – ﹤0.01% 1741
2025
Q4 		$24.5K Buy
1,573
+493
+46% +$8.34K ﹤0.01% 1703
2025
Q3 		$20.4K Hold
1,080
– – ﹤0.01% 1656
2025
Q2 		$26.4K Hold
1,080
– – ﹤0.01% 1591
2025
Q1 		$23K Buy
1,080
+40
+4% +$1.01K ﹤0.01% 1489
2024
Q4 		$25.3K Buy
1,040
+307
+42% +$5.71K ﹤0.01% 1407
2024
Q3 		$10.8K Buy
+733
New +$14.1K ﹤0.01% 1353

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

Kestra Private Wealth Services's NRDY Position: Q2 2026 in Review

Kestra Private Wealth Services held its Nerdy (NRDY) position steady in Q2 2026 at 1,573 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Kestra Private Wealth Services first reported a position in NRDY in Q3 2024 and has held it in 8 quarters since. The position peaked at $26.4K in Q2 2025. 80 funds tracked by Wall St. Rank hold NRDY as of Q2 2026.

  • Kestra Private Wealth Services held 1,573 shares of Nerdy worth $21.6K as of Q2 2026.
  • Kestra Private Wealth Services left its Nerdy share count unchanged in Q2 2026.
  • Nerdy made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1790 holding.
  • Kestra Private Wealth Services first reported a position in Nerdy in Q3 2024 and has held it in 8 quarters since.
  • Kestra Private Wealth Services's Nerdy position peaked at $26.4K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Nerdy as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.