Marquette Asset Management’s Nerdy NRDY Stock Holding History

Marquette Asset Management’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	$571	Buy	+623	New	+$543	﹤0.01%	801

Other funds holding NRDY

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Marquette Asset Management's NRDY Position: Q2 2026 in Review

Marquette Asset Management opened a new position in Nerdy (NRDY) in Q2 2026: 623 shares worth $571. The stake represents ﹤0.01% of the portfolio and ranks #801 among its holdings.

9 funds tracked by Wall St. Rank hold NRDY as of Q2 2026.

Marquette Asset Management held 623 shares of Nerdy worth $571 as of Q2 2026.
Nerdy was a new Marquette Asset Management position in Q2 2026.
Nerdy made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #801 holding.
9 funds tracked by Wall St. Rank held Nerdy as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.