Medallion Wealth Advisors’s Nerdy NRDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.8K Hold
131
﹤0.01% 980
2026
Q1
$1.6K Hold
131
﹤0.01% 1025
2025
Q4
$2.05K Hold
131
﹤0.01% 988
2025
Q3
$2.48K Hold
131
﹤0.01% 951
2025
Q2
$3.21K Hold
131
﹤0.01% 903
2025
Q1
$2.79K Hold
131
﹤0.01% 875
2024
Q4
$3.19K Buy
+131
New +$2.44K ﹤0.01% 801

Other funds holding NRDY

Medallion Wealth Advisors's NRDY Position: Q2 2026 in Review

Medallion Wealth Advisors held its Nerdy (NRDY) position steady in Q2 2026 at 131 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Medallion Wealth Advisors first reported a position in NRDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.21K in Q2 2025. 79 funds tracked by Wall St. Rank hold NRDY as of Q2 2026.

  • Medallion Wealth Advisors held 131 shares of Nerdy worth $1.8K as of Q2 2026.
  • Medallion Wealth Advisors left its Nerdy share count unchanged in Q2 2026.
  • Nerdy made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #980 holding.
  • Medallion Wealth Advisors first reported a position in Nerdy in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Nerdy position peaked at $3.21K in Q2 2025.
  • 79 funds tracked by Wall St. Rank held Nerdy as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.