Moneta Group Investment 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
$943K Buy
68,647
+47,788
+229% +$624K 0.01% 408
2026
Q1
$255K Buy
20,859
+10,000
+92% +$144K ﹤0.01% 682
2025
Q4
$169K Sell
10,859
-5,000
-32% -$84.5K ﹤0.01% 782
2025
Q3
$300K Buy
15,859
+10,000
+171% +$215K ﹤0.01% 622
2025
Q2
$143K Hold
5,859
﹤0.01% 684
2025
Q1
$125K Sell
5,859
-5,000
-46% -$126K ﹤0.01% 647
2024
Q4
$264K Buy
10,859
+5,000
+85% +$93K ﹤0.01% 566
2024
Q3
$86.4K Buy
5,859
+573
+11% +$11K ﹤0.01% 636
2024
Q2
$132K Hold
5,286
﹤0.01% 586
2024
Q1
$231K Buy
5,286
+34
+0.6% +$1.57K ﹤0.01% 544
2023
Q4
$270K Sell
5,252
-18
-0.3% -$828 0.01% 469
2023
Q3
$292K Buy
5,270
+834
+19% +$54.2K 0.01% 413
2023
Q2
$277K Buy
4,436
+1,800
+68% +$95.9K 0.01% 438
2023
Q1
$165K Buy
2,636
+997
+61% +$45.7K ﹤0.01% 506
2022
Q4
$69.8K Sell
1,639
-257
-14% -$8.37K ﹤0.01% 444
2022
Q3
$60K Sell
1,896
-1,422
-43% -$57.2K ﹤0.01% 419
2022
Q2
$106K Buy
3,318
+2,637
+387% +$129K ﹤0.01% 450
2022
Q1
$52K Sell
681
-15
-2% -$1K ﹤0.01% 440
2021
Q4
$47K Buy
696
+15
+2% +$1.61K ﹤0.01% 469
2021
Q3
$102K Buy
+681
New +$103K ﹤0.01% 445

Other funds holding NRDY

Moneta Group Investment Advisors's NRDY Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Nerdy (NRDY) stake by 229% in Q2 2026, buying an estimated $624K and bringing the position to 68,647 shares worth $943K. The position accounts for 0.01% of the portfolio, ranked #408.

Moneta Group Investment Advisors first reported a position in NRDY in Q3 2021 and has held it in 20 quarters since. 80 funds tracked by Wall St. Rank hold NRDY as of Q2 2026.

  • Moneta Group Investment Advisors held 68,647 shares of Nerdy worth $943K as of Q2 2026.
  • Moneta Group Investment Advisors bought 47,788 Nerdy shares in Q2 2026, an estimated $624K.
  • Nerdy made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #408 holding.
  • Moneta Group Investment Advisors first reported a position in Nerdy in Q3 2021 and has held it in 20 quarters since.
  • 80 funds tracked by Wall St. Rank held Nerdy as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.