Apella Capital
NVDA icon

Apella Capital’s NVIDIA NVDA Stock Holding History

Apella Capital’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$27.9M Buy
117,323
+12,837
+12% +$2.75M 0.35% 63
2026
Q2 		$20.6M Sell
104,486
-36,058
-26% -$7.41M 0.29% 72
2026
Q1 		$28.3M Buy
140,544
+36,966
+36% +$6.78M 0.42% 56
2025
Q4 		$19.3M Buy
103,578
+5,795
+6% +$1.08M 0.38% 63
2025
Q3 		$17.8M Buy
97,783
+4,575
+5% +$797K 0.4% 61
2025
Q2 		$14.7M Buy
93,208
+2,488
+3% +$313K 0.4% 52
2025
Q1 		$10.4M Buy
90,720
+58,855
+185% +$7.46M 0.36% 61
2024
Q4 		$4.28M Buy
31,865
+217
+0.7% +$29.9K 0.16% 82
2024
Q3 		$3.76M Buy
31,648
+1,882
+6% +$222K 0.15% 79
2024
Q2 		$3.91M Buy
29,766
+3,486
+13% +$352K 0.17% 77
2024
Q1 		$2.24M Buy
26,280
+180
+0.7% +$13K 0.11% 90
2023
Q4 		$1.25M Buy
26,100
+3,110
+14% +$144K 0.07% 122
2023
Q3 		$1M Buy
22,990
+1,300
+6% +$58.2K 0.07% 119
2023
Q2 		$918K Buy
+21,690
New +$720K 0.07% 123
2022
Q4 		$241K Buy
+16,500
New +$242K 0.02% 211
2022
Q2 		– Sell
-7,400
Closed -$202K – 228
2022
Q1 		$202K Buy
7,400
+200
+3% +$5.02K 0.03% 203
2021
Q4 		$212K Buy
+7,200
New +$198K 0.03% 192

Other funds holding NVDA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Apella Capital's NVDA Position: Q3 2026 in Review

Apella Capital increased its NVIDIA (NVDA) stake by 12% in Q3 2026, buying an estimated $2.75M and bringing the position to 117,323 shares worth $27.9M. The position accounts for 0.35% of the portfolio, ranked #63.

Apella Capital first reported a position in NVDA in Q4 2021 and has held it in 17 quarters since. The position peaked at $28.3M in Q1 2026. 4,182 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Apella Capital held 117,323 shares of NVIDIA worth $27.9M as of Q3 2026.
  • Apella Capital bought 12,837 NVIDIA shares in Q3 2026, an estimated $2.75M.
  • NVIDIA made up 0.35% of Apella Capital's portfolio in Q3 2026, its #63 holding.
  • Apella Capital first reported a position in NVIDIA in Q4 2021 and has held it in 17 quarters since.
  • Apella Capital's NVIDIA position peaked at $28.3M in Q1 2026.
  • 4,182 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.