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	-667	Closed	-$14.2K	–	632
2025 Q1	$14.2K	Hold	667	–	–	﹤0.01%	573
2024 Q4	$16.2K	Buy	+667	New	+$12.4K	﹤0.01%	561

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 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 667 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. 86 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 667 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.
86 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.