New England Capital Financial Advisors’s Nerdy NRDY Stock Holding History

New England Capital Financial 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 Q4	–	Sell	-6	Closed	-$109	–	436
2025 Q3	$109	Hold	6	–	–	﹤0.01%	409
2025 Q2	$141	Hold	6	–	–	﹤0.01%	406
2025 Q1	$123	Hold	6	–	–	﹤0.01%	380
2024 Q4	$140	Hold	6	–	–	﹤0.01%	396
2024 Q3	$85	Hold	6	–	–	﹤0.01%	391
2024 Q2	$144	Hold	6	–	–	﹤0.01%	380
2024 Q1	$251	Hold	6	–	–	﹤0.01%	377
2023 Q4	$295	Hold	6	–	–	﹤0.01%	376
2023 Q3	$319	Hold	6	–	–	﹤0.01%	368
2023 Q2	$359	Hold	6	–	–	﹤0.01%	364
2023 Q1	$360	Hold	6	–	–	﹤0.01%	404
2022 Q4	$234	Buy	+6	New	+$195	﹤0.01%	415

Other funds holding NRDY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

New England Capital Financial Advisors's NRDY Position: Q4 2025 in Review

New England Capital Financial Advisors sold out of Nerdy (NRDY) in Q4 2025, closing a stake of 6 shares — an estimated $109 sold.

New England Capital Financial Advisors first reported a position in NRDY in Q4 2022 and held it in 12 quarters. The position peaked at $360 in Q1 2023. 92 funds tracked by Wall St. Rank hold NRDY as of Q4 2025.

New England Capital Financial Advisors reported no remaining Nerdy position as of Q4 2025 after selling out during the quarter.
New England Capital Financial Advisors sold 6 Nerdy shares in Q4 2025, an estimated $109.
New England Capital Financial Advisors first reported a position in Nerdy in Q4 2022 and held it in 12 quarters.
New England Capital Financial Advisors's Nerdy position peaked at $360 in Q1 2023.
92 funds tracked by Wall St. Rank held Nerdy as of Q4 2025.

Based on New England Capital Financial Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.