Aprio Wealth Management’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Aprio Wealth Management’s Portfolio NCDL Stock Details NCDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3M	Sell	105,017 -11,392	-10%	-$152K	0.06%	195
2026 Q1	$1.48M	Buy	116,409 +1,356	+1%	+$18.2K	0.08%	150
2025 Q4	$1.53M	Buy	115,053 +879	+0.8%	+$12.5K	0.09%	146
2025 Q3	$1.58M	Buy	114,174 +742	+0.7%	+$11.9K	0.16%	91
2025 Q2	$1.84M	Buy	113,432 +961	+0.9%	+$15.2K	0.21%	71
2025 Q1	$1.91M	Buy	112,471 +867	+0.8%	+$14.9K	0.24%	67
2024 Q4	$1.87M	Buy	111,604 +56,916	+104%	+$976K	0.27%	62
2024 Q3	$953K	Buy	54,688 +39,073	+250%	+$683K	0.15%	83
2024 Q2	$272K	Buy	+15,615	New	+$275K	0.05%	183

Other funds holding NCDL

BOCH

Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Aprio Wealth Management's NCDL Position: Q2 2026 in Review

Aprio Wealth Management reduced its Nuveen Churchill Direct Lending (NCDL) stake by 9.8% in Q2 2026, selling an estimated $152K and leaving 105,017 shares worth $1.3M. The position accounts for 0.06% of the portfolio, ranked #195.

Aprio Wealth Management first reported a position in NCDL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.91M in Q1 2025. 68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

Aprio Wealth Management held 105,017 shares of Nuveen Churchill Direct Lending worth $1.3M as of Q2 2026.
Aprio Wealth Management sold 11,392 Nuveen Churchill Direct Lending shares in Q2 2026, an estimated $152K.
Nuveen Churchill Direct Lending made up 0.06% of Aprio Wealth Management's portfolio in Q2 2026, its #195 holding.
Aprio Wealth Management first reported a position in Nuveen Churchill Direct Lending in Q2 2024 and has held it in 9 quarters since.
Aprio Wealth Management's Nuveen Churchill Direct Lending position peaked at $1.91M in Q1 2025.
68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.