Moneta Group Investment Advisors’s Nerdy NRDY Stock Holding History

Moneta Group Investment 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	$255K	Buy	312,883 +150,000	+92%	+$144K	﹤0.01%	682
2025 Q4	$169K	Sell	162,883 -75,000	-32%	-$84.5K	﹤0.01%	782
2025 Q3	$300K	Buy	237,883 +150,000	+171%	+$215K	﹤0.01%	622
2025 Q2	$143K	Hold	87,883	–	–	﹤0.01%	684
2025 Q1	$125K	Sell	87,883 -75,000	-46%	-$126K	﹤0.01%	647
2024 Q4	$264K	Buy	162,883 +75,000	+85%	+$93K	﹤0.01%	566
2024 Q3	$86.4K	Buy	87,883 +8,600	+11%	+$11K	﹤0.01%	636
2024 Q2	$132K	Hold	79,283	–	–	﹤0.01%	586
2024 Q1	$231K	Buy	79,283 +499	+0.6%	+$1.54K	﹤0.01%	544
2023 Q4	$270K	Sell	78,784 -262	-0.3%	-$804	0.01%	469
2023 Q3	$292K	Buy	79,046 +12,500	+19%	+$54.2K	0.01%	413
2023 Q2	$277K	Buy	66,546 +27,000	+68%	+$95.9K	0.01%	438
2023 Q1	$165K	Buy	39,546 +14,959	+61%	+$45.7K	﹤0.01%	506
2022 Q4	$69.8K	Sell	24,587 -3,849	-14%	-$8.36K	﹤0.01%	444
2022 Q3	$60K	Sell	28,436 -21,329	-43%	-$57.2K	﹤0.01%	419
2022 Q2	$106K	Buy	49,765 +39,549	+387%	+$129K	﹤0.01%	450
2022 Q1	$52K	Sell	10,216 -228	-2%	-$1.02K	﹤0.01%	440
2021 Q4	$47K	Buy	10,444 +234	+2%	+$1.67K	﹤0.01%	469
2021 Q3	$102K	Buy	+10,210	New	+$103K	﹤0.01%	445

Other funds holding NRDY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM