Apella Capital’s PureCycle Technologies PCT Stock Holding History

Apella Capital’s Portfolio PCT Stock Details PCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$631K	Buy	88,260 +11,300	+15%	+$101K	0.01%	432
2026 Q1	$521K	Buy	76,960 +11,425	+17%	+$95.2K	0.01%	460
2025 Q4	$563K	Buy	65,535 +7,337	+13%	+$77.9K	0.01%	340
2025 Q3	$822K	Buy	58,198 +2,083	+4%	+$28.9K	0.02%	273
2025 Q2	$815K	Buy	56,115 +12,050	+27%	+$107K	0.02%	245
2025 Q1	$286K	Buy	+44,065	New	+$396K	0.01%	313

Other funds holding PCT

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

III

Independent Investors Inc Nesconset, New York $524M AUM 29.67% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Apella Capital's PCT Position: Q2 2026 in Review

Apella Capital increased its PureCycle Technologies (PCT) stake by 15% in Q2 2026, buying an estimated $101K and bringing the position to 88,260 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #432.

Apella Capital first reported a position in PCT in Q1 2025 and has held it in 6 quarters since. The position peaked at $822K in Q3 2025. 29 funds tracked by Wall St. Rank hold PCT as of Q2 2026.

Apella Capital held 88,260 shares of PureCycle Technologies worth $631K as of Q2 2026.
Apella Capital bought 11,300 PureCycle Technologies shares in Q2 2026, an estimated $101K.
PureCycle Technologies made up 0.01% of Apella Capital's portfolio in Q2 2026, its #432 holding.
Apella Capital first reported a position in PureCycle Technologies in Q1 2025 and has held it in 6 quarters since.
Apella Capital's PureCycle Technologies position peaked at $822K in Q3 2025.
29 funds tracked by Wall St. Rank held PureCycle Technologies as of Q2 2026.

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