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Wealth Preservation Advisors’s Nerdy NRDY Stock Holding History

Wealth Preservation Advisors’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
Q1 		$87 Buy
+107
New +$103 ﹤0.01% 943

Other funds holding NRDY

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Wealth Preservation Advisors's NRDY Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Nerdy (NRDY) in Q1 2026: 107 shares worth $87. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings.

90 funds tracked by Wall St. Rank hold NRDY as of Q1 2026.

  • Wealth Preservation Advisors held 107 shares of Nerdy worth $87 as of Q1 2026.
  • Nerdy was a new Wealth Preservation Advisors position in Q1 2026.
  • Nerdy made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #943 holding.
  • 90 funds tracked by Wall St. Rank held Nerdy as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.