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Medallion Wealth Advisors’s Nerdy NRDY Stock Holding History

Medallion Wealth 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 		$1.6K Hold
1,967
– – ﹤0.01% 1025
2025
Q4 		$2.05K Hold
1,967
– – ﹤0.01% 988
2025
Q3 		$2.48K Hold
1,967
– – ﹤0.01% 951
2025
Q2 		$3.21K Hold
1,967
– – ﹤0.01% 903
2025
Q1 		$2.79K Hold
1,967
– – ﹤0.01% 875
2024
Q4 		$3.19K Buy
+1,967
New +$2.44K ﹤0.01% 801

Other funds holding NRDY

BlackRock
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
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

Medallion Wealth Advisors's NRDY Position: Q1 2026 in Review

Medallion Wealth Advisors held its Nerdy (NRDY) position steady in Q1 2026 at 1,967 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Medallion Wealth Advisors first reported a position in NRDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.21K in Q2 2025. 90 funds tracked by Wall St. Rank hold NRDY as of Q1 2026.

  • Medallion Wealth Advisors held 1,967 shares of Nerdy worth $1.6K as of Q1 2026.
  • Medallion Wealth Advisors left its Nerdy share count unchanged in Q1 2026.
  • Nerdy made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1025 holding.
  • Medallion Wealth Advisors first reported a position in Nerdy in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Nerdy position peaked at $3.21K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held Nerdy as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.