Larson Financial Group’s Nerdy NRDY Stock Holding History

Larson Financial Group’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
2025 Q2	–	Sell	-191	Closed	-$271	–	3431
2025 Q1	$271	Buy	+191	New	+$321	﹤0.01%	2721

Other funds holding NRDY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCMV

Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Larson Financial Group's NRDY Position: Q2 2025 in Review

Larson Financial Group sold out of Nerdy (NRDY) in Q2 2025, closing a stake of 191 shares — an estimated $271 sold.

Larson Financial Group first reported a position in NRDY in Q1 2025 and held it in 1 quarter. The position peaked at $271 in Q1 2025. 88 funds tracked by Wall St. Rank hold NRDY as of Q2 2025.

Larson Financial Group reported no remaining Nerdy position as of Q2 2025 after selling out during the quarter.
Larson Financial Group sold 191 Nerdy shares in Q2 2025, an estimated $271.
Larson Financial Group first reported a position in Nerdy in Q1 2025 and held it in 1 quarter.
Larson Financial Group's Nerdy position peaked at $271 in Q1 2025.
88 funds tracked by Wall St. Rank held Nerdy as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.