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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
Q2 		– Sell
-7
Closed -$87 – 638
2026
Q1 		$87 Buy
+7
New +$101 ﹤0.01% 943

Other funds holding NRDY

TCMV
Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return
Vanguard Capital Management
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
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
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wealth Preservation Advisors's NRDY Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Nerdy (NRDY) in Q2 2026, closing a stake of 7 shares — an estimated $87 sold.

Wealth Preservation Advisors first reported a position in NRDY in Q1 2026 and held it in 1 quarter. The position peaked at $87 in Q1 2026. 79 funds tracked by Wall St. Rank hold NRDY as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Nerdy position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 7 Nerdy shares in Q2 2026, an estimated $87.
  • Wealth Preservation Advisors first reported a position in Nerdy in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Nerdy position peaked at $87 in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Nerdy as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.