VWM
UDMY

Venturi Wealth Management’s Udemy UDMY Stock Holding History

Venturi Wealth Management’s Portfolio UDMY Stock Details UDMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,003
Closed -$24.7K – 1747
2024
Q4 		$24.7K Hold
3,003
– – ﹤0.01% 1213
2024
Q3 		$22.3K Hold
3,003
– – ﹤0.01% 986
2024
Q2 		$25.9K Hold
3,003
– – ﹤0.01% 869
2024
Q1 		$33K Hold
3,003
– – ﹤0.01% 600
2023
Q4 		$44.2K Hold
3,003
– – ﹤0.01% 509
2023
Q3 		$28.5K Buy
+3,003
New +$31.4K ﹤0.01% 550

Other funds holding UDMY

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
N
Naspers South Africa $253M AUM 25.32% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
SCPM
Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's UDMY Position: Q1 2025 in Review

Venturi Wealth Management sold out of Udemy (UDMY) in Q1 2025, closing a stake of 3,003 shares — an estimated $24.7K sold.

Venturi Wealth Management first reported a position in UDMY in Q3 2023 and held it in 6 quarters. The position peaked at $44.2K in Q4 2023. 164 funds tracked by Wall St. Rank hold UDMY as of Q1 2025.

  • Venturi Wealth Management reported no remaining Udemy position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 3,003 Udemy shares in Q1 2025, an estimated $24.7K.
  • Venturi Wealth Management first reported a position in Udemy in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's Udemy position peaked at $44.2K in Q4 2023.
  • 164 funds tracked by Wall St. Rank held Udemy as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.