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Moser Wealth Advisors’s Nerdy NRDY Stock Holding History

Moser 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
2025
Q2 		– Sell
-62
Closed -$1.33K – 203
2025
Q1 		$1.33K Hold
62
– – ﹤0.01% 156
2024
Q4 		$1.51K Hold
62
– – ﹤0.01% 135
2024
Q3 		$918 Hold
62
– – ﹤0.01% 138
2024
Q2 		$1.56K Hold
62
– – ﹤0.01% 143
2024
Q1 		$2.72K Hold
62
– – ﹤0.01% 138
2023
Q4 		$3.2K Hold
62
– – ﹤0.01% 130
2023
Q3 		$3.46K Buy
+62
New +$4.03K ﹤0.01% 124

Other funds holding NRDY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Moser Wealth Advisors's NRDY Position: Q2 2025 in Review

Moser Wealth Advisors sold out of Nerdy (NRDY) in Q2 2025, closing a stake of 62 shares — an estimated $1.33K sold.

Moser Wealth Advisors first reported a position in NRDY in Q3 2023 and held it in 7 quarters. The position peaked at $3.46K in Q3 2023. 86 funds tracked by Wall St. Rank hold NRDY as of Q2 2025.

  • Moser Wealth Advisors reported no remaining Nerdy position as of Q2 2025 after selling out during the quarter.
  • Moser Wealth Advisors sold 62 Nerdy shares in Q2 2025, an estimated $1.33K.
  • Moser Wealth Advisors first reported a position in Nerdy in Q3 2023 and held it in 7 quarters.
  • Moser Wealth Advisors's Nerdy position peaked at $3.46K in Q3 2023.
  • 86 funds tracked by Wall St. Rank held Nerdy as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.