Apriem Advisors’s Cadeler CDLR Stock Holding History

Apriem Advisors’s Portfolio CDLR Stock Details CDLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$351K	Hold	16,000	–	–	0.03%	144
2026 Q1	$376K	Hold	16,000	–	–	0.04%	134
2025 Q4	$297K	Buy	16,000 +300	+2%	+$5.59K	0.03%	148
2025 Q3	$324K	Hold	15,700	–	–	0.03%	144
2025 Q2	$312K	Hold	15,700	–	–	0.03%	142
2025 Q1	$309K	Buy	15,700 +700	+5%	+$14.1K	0.04%	141
2024 Q4	$335K	Buy	15,000 +512	+4%	+$12.9K	0.04%	134
2024 Q3	$408K	Hold	14,488	–	–	0.05%	113
2024 Q2	$363K	Hold	14,488	–	–	0.04%	123
2024 Q1	$263K	Hold	14,488	–	–	0.03%	142
2023 Q4	$267K	Buy	+14,488	New	+$261K	0.04%	128

Other funds holding CDLR

Condire Management Dallas, Texas $942M AUM 83.43% 1-Year Est. Return

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

YCM

Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Apriem Advisors's CDLR Position: Q2 2026 in Review

Apriem Advisors held its Cadeler (CDLR) position steady in Q2 2026 at 16,000 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #144.

Apriem Advisors first reported a position in CDLR in Q4 2023 and has held it in 11 quarters since. The position peaked at $408K in Q3 2024. 60 funds tracked by Wall St. Rank hold CDLR as of Q2 2026.

Apriem Advisors held 16,000 shares of Cadeler worth $351K as of Q2 2026.
Apriem Advisors left its Cadeler share count unchanged in Q2 2026.
Cadeler made up 0.03% of Apriem Advisors's portfolio in Q2 2026, its #144 holding.
Apriem Advisors first reported a position in Cadeler in Q4 2023 and has held it in 11 quarters since.
Apriem Advisors's Cadeler position peaked at $408K in Q3 2024.
60 funds tracked by Wall St. Rank held Cadeler as of Q2 2026.

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