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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Apella Capital's NVDA Position: Q2 2026 in Review

Apella Capital reduced its NVIDIA (NVDA) stake by 26% in Q2 2026, selling an estimated $7.41M and leaving 104,486 shares worth $20.6M. The position accounts for 0.29% of the portfolio, ranked #72.

Apella Capital first reported a position in NVDA in Q4 2021 and has held it in 16 quarters since. The position peaked at $28.3M in Q1 2026. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Apella Capital held 104,486 shares of NVIDIA worth $20.6M as of Q2 2026.
  • Apella Capital sold 36,058 NVIDIA shares in Q2 2026, an estimated $7.41M.
  • NVIDIA made up 0.29% of Apella Capital's portfolio in Q2 2026, its #72 holding.
  • Apella Capital first reported a position in NVIDIA in Q4 2021 and has held it in 16 quarters since.
  • Apella Capital's NVIDIA position peaked at $28.3M in Q1 2026.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.