Physician Wealth Advisors’s Nerdy NRDY Stock Holding History

Physician 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
2026 Q2	$1.14K	Hold	83	–	–	﹤0.01%	1778
2026 Q1	$1.02K	Buy	+83	New	+$1.19K	﹤0.01%	1681

Other funds holding NRDY

TCMV

Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

GCP

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

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Physician Wealth Advisors's NRDY Position: Q2 2026 in Review

Physician Wealth Advisors held its Nerdy (NRDY) position steady in Q2 2026 at 83 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Physician Wealth Advisors first reported a position in NRDY in Q1 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold NRDY as of Q2 2026.

Physician Wealth Advisors held 83 shares of Nerdy worth $1.14K as of Q2 2026.
Physician Wealth Advisors left its Nerdy share count unchanged in Q2 2026.
Nerdy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1778 holding.
Physician Wealth Advisors first reported a position in Nerdy in Q1 2026 and has held it in 2 quarters since.
80 funds tracked by Wall St. Rank held Nerdy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.