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	-86	Closed	-$109	–	436
2025 Q3	$109	Hold	86	–	–	﹤0.01%	409
2025 Q2	$141	Hold	86	–	–	﹤0.01%	406
2025 Q1	$123	Hold	86	–	–	﹤0.01%	380
2024 Q4	$140	Hold	86	–	–	﹤0.01%	396
2024 Q3	$85	Hold	86	–	–	﹤0.01%	391
2024 Q2	$144	Hold	86	–	–	﹤0.01%	380
2024 Q1	$251	Hold	86	–	–	﹤0.01%	377
2023 Q4	$295	Hold	86	–	–	﹤0.01%	376
2023 Q3	$319	Hold	86	–	–	﹤0.01%	368
2023 Q2	$359	Hold	86	–	–	﹤0.01%	364
2023 Q1	$360	Hold	86	–	–	﹤0.01%	404
2022 Q4	$234	Buy	+86	New	+$187	﹤0.01%	415

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

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return