True Wealth Design’s Nerdy NRDY Stock Holding History

True Wealth Design’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	$167	Buy	12 +2	+20%	+$26	﹤0.01%	2480
2026 Q1	$127	Buy	+10	New	+$144	﹤0.01%	2426
2025 Q4	–	Sell	-1	Closed	-$19	–	2741
2025 Q3	$19	Sell	1 -2	-67%	-$43	﹤0.01%	2663
2025 Q2	$74	Buy	3 +1	+50%	+$24	﹤0.01%	2309
2025 Q1	$37	Buy	+2	New	+$50	﹤0.01%	2461

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

True Wealth Design's NRDY Position: Q2 2026 in Review

True Wealth Design increased its Nerdy (NRDY) stake by 20% in Q2 2026, buying an estimated $26 and bringing the position to 12 shares worth $167. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

True Wealth Design first reported a position in NRDY in Q1 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold NRDY as of Q2 2026.

True Wealth Design held 12 shares of Nerdy worth $167 as of Q2 2026.
True Wealth Design bought 2 Nerdy shares in Q2 2026, an estimated $26.
Nerdy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2480 holding.
True Wealth Design first reported a position in Nerdy in Q1 2025 and has held it in 5 quarters since.
80 funds tracked by Wall St. Rank held Nerdy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.