Arete Wealth Advisors’s Applied Digital APLD Stock Holding History

Arete Wealth Advisors’s Portfolio APLD Stock Details APLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.68M	Sell	125,486 -48,782	-28%	-$1.88M	0.31%	83
2026 Q1	$4.14M	Sell	174,268 -14,835	-8%	-$464K	0.31%	81
2025 Q4	$4.64M	Sell	189,103 -85,622	-31%	-$2.47M	0.32%	82
2025 Q3	$6.3M	Sell	274,725 -134,149	-33%	-$1.99M	0.39%	58
2025 Q2	$4.09M	Sell	408,874 -656,558	-62%	-$4.84M	0.29%	75
2025 Q1	$5.99M	Buy	1,065,432 +574,485	+117%	+$4.51M	0.46%	48
2024 Q4	$3.76M	Buy	+490,947	New	+$4.08M	0.27%	79

Other funds holding APLD

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Arete Wealth Advisors's APLD Position: Q2 2026 in Review

Arete Wealth Advisors reduced its Applied Digital (APLD) stake by 28% in Q2 2026, selling an estimated $1.88M and leaving 125,486 shares worth $4.68M. The position accounts for 0.31% of the portfolio, ranked #83.

Arete Wealth Advisors first reported a position in APLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.3M in Q3 2025. 565 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

Arete Wealth Advisors held 125,486 shares of Applied Digital worth $4.68M as of Q2 2026.
Arete Wealth Advisors sold 48,782 Applied Digital shares in Q2 2026, an estimated $1.88M.
Applied Digital made up 0.31% of Arete Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Arete Wealth Advisors first reported a position in Applied Digital in Q4 2024 and has held it in 7 quarters since.
Arete Wealth Advisors's Applied Digital position peaked at $6.3M in Q3 2025.
565 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.