Aspect Partners’s Applied Digital APLD Stock Holding History

Aspect Partners’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 Q3	$5.04K	Buy	207 +9	+5%	+$252	﹤0.01%	394
2026 Q2	$7.38K	Sell	198 -37	-16%	-$1.43K	﹤0.01%	348
2026 Q1	$5.58K	Buy	235 +14	+6%	+$438	﹤0.01%	345
2025 Q4	$5.42K	Buy	221 +20	+10%	+$576	﹤0.01%	368
2025 Q3	$4.61K	Buy	201 +45	+29%	+$666	﹤0.01%	429
2025 Q2	$1.57K	Buy	+156	New	+$1.15K	﹤0.01%	494
2025 Q1	–	Sell	-150	Closed	-$1.15K	–	611
2024 Q4	$1.15K	Buy	+150	New	+$1.25K	﹤0.01%	519

Other funds holding APLD

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

DCM

Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Aspect Partners's APLD Position: Q3 2026 in Review

Aspect Partners increased its Applied Digital (APLD) stake by 4.5% in Q3 2026, buying an estimated $252 and bringing the position to 207 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Aspect Partners first reported a position in APLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.38K in Q2 2026. 94 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

Aspect Partners held 207 shares of Applied Digital worth $5.04K as of Q3 2026.
Aspect Partners bought 9 Applied Digital shares in Q3 2026, an estimated $252.
Applied Digital made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #394 holding.
Aspect Partners first reported a position in Applied Digital in Q4 2024 and has held it in 7 quarters since.
Aspect Partners's Applied Digital position peaked at $7.38K in Q2 2026.
94 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.