MONETA GROUP INVESTMENT ADVISORS LLC NRDY — NERDY INC

Ownership history in MONETA GROUP INVESTMENT ADVISORS LLC  ·  18 quarters on record

AI Ownership Summary

MONETA GROUP INVESTMENT ADVISORS LLC reported NERDY INC (NRDY) in 18 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows NRDY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NRDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MONETA GROUP INVESTMENT ADVISORS LLC's position in NERDY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NRDY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NRDY stock page MONETA GROUP INVESTMENT ADVISORS LLC fund profile MONETA GROUP INVESTMENT ADVISORS LLC full holdings
How MONETA GROUP INVESTMENT ADVISORS LLC held NRDY — position size vs. price
% of Fund (quarterly)    NRDY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 312,883 +150,000 +92.1% 0.00% $255K 2026-05-12 $0.85
2025 Q4 REDUCED 31.5% -21.1% ✅ 162,883 -75,000 -31.5% 0.00% $169K 2026-02-12 $1.01
2025 Q3 ADDED — — — 237,883 +150,000 +170.7% 0.00% $300K 2025-11-14 $0.85
2025 Q2 UNCHANGED — — — 87,883 — 0% 0.00% $143K 2025-08-14 $1.27
2025 Q1 REDUCED 46.0% +14.8% ❌ 87,883 -75,000 -46.0% 0.00% $125K 2025-05-15 $1.76
2024 Q4 ADDED — — — 162,883 +75,000 +85.3% 0.00% $264K 2025-02-11 $1.85
2024 Q3 ADDED — — — 87,883 +8,600 +10.8% 0.00% $86K 2024-11-12 $0.90
2024 Q2 ADDED — — — 79,283 +499 +0.6% 0.00% $132K 2024-08-13 $0.87
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NRDY

As of 2026 Q2 — sorted by position size

Crewe Advisors LLC 3Y 7Y 0.01% Cutter & CO Brokerage, Inc. 3Y 7Y 0.0% Physician Wealth Advisors, Inc. 3Y 0.0% Marquette Asset Management, LLC 3Y 7Y 0.0% EverSource Wealth Advisors, LLC 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% Fortitude Family Office, LLC 0.0% SBI Securities Co., Ltd. 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About MONETA GROUP INVESTMENT ADVISORS LLC and NRDY

These are the practical questions this page is built to answer before you even open the full history table.

How long has MONETA GROUP INVESTMENT ADVISORS LLC reported owning NRDY?

MONETA GROUP INVESTMENT ADVISORS LLC reported NRDY across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported NRDY position in MONETA GROUP INVESTMENT ADVISORS LLC's portfolio?

The largest reported portfolio weight for NRDY was 0.00% in 2024 Q4.

What is the latest reported NRDY position on this page?

The most recent filing on this page is 2026 Q1, when MONETA GROUP INVESTMENT ADVISORS LLC reported 312,883 shares, equal to 0.00% of portfolio, with an estimated market value of $255K.

What does the chart on this NRDY ownership page compare?

The chart compares MONETA GROUP INVESTMENT ADVISORS LLC's quarterly NRDY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MONETA GROUP INVESTMENT ADVISORS LLC time their NRDY position?

Based on 13F filing dates vs. subsequent NRDY price moves, MONETA GROUP INVESTMENT ADVISORS LLC correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on NRDY relative to SPY over the holding period was -46.1%.

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