Raymond James Financial’s Nerdy NRDY Stock Holding History

Raymond James Financial’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 Q3	–	Sell	-1,724	Closed	-$2.81K	–	6126
2025 Q2	$2.81K	Buy	+1,724	New	+$2.75K	﹤0.01%	6326

Other funds holding NRDY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCMV

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCP

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

Raymond James Financial's NRDY Position: Q3 2025 in Review

Raymond James Financial sold out of Nerdy (NRDY) in Q3 2025, closing a stake of 1,724 shares — an estimated $2.81K sold.

Raymond James Financial first reported a position in NRDY in Q2 2025 and held it in 1 quarter. The position peaked at $2.81K in Q2 2025. 84 funds tracked by Wall St. Rank hold NRDY as of Q3 2025.

Raymond James Financial reported no remaining Nerdy position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 1,724 Nerdy shares in Q3 2025, an estimated $2.81K.
Raymond James Financial first reported a position in Nerdy in Q2 2025 and held it in 1 quarter.
Raymond James Financial's Nerdy position peaked at $2.81K in Q2 2025.
84 funds tracked by Wall St. Rank held Nerdy as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.