SteelPeak Wealth’s Nerdy NRDY Stock Holding History

SteelPeak Wealth’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	-10,000	Closed	-$14.2K	–	632
2025 Q1	$14.2K	Hold	10,000	–	–	﹤0.01%	573
2024 Q4	$16.2K	Buy	+10,000	New	+$12.4K	﹤0.01%	561

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SteelPeak Wealth's NRDY Position: Q2 2025 in Review

SteelPeak Wealth sold out of Nerdy (NRDY) in Q2 2025, closing a stake of 10,000 shares — an estimated $14.2K sold.

SteelPeak Wealth first reported a position in NRDY in Q4 2024 and held it in 2 quarters. The position peaked at $16.2K in Q4 2024. 88 funds tracked by Wall St. Rank hold NRDY as of Q2 2025.

SteelPeak Wealth reported no remaining Nerdy position as of Q2 2025 after selling out during the quarter.
SteelPeak Wealth sold 10,000 Nerdy shares in Q2 2025, an estimated $14.2K.
SteelPeak Wealth first reported a position in Nerdy in Q4 2024 and held it in 2 quarters.
SteelPeak Wealth's Nerdy position peaked at $16.2K in Q4 2024.
88 funds tracked by Wall St. Rank held Nerdy as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.