AssetMark Inc
APLD icon

AssetMark Inc’s Applied Digital APLD Stock Holding History

AssetMark Inc’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 		$523K Buy
14,020
+30
+0.2% +$1.16K ﹤0.01% 1222
2026
Q1 		$332K Sell
13,990
-233
-2% -$7.29K ﹤0.01% 1235
2025
Q4 		$349K Buy
+14,223
New +$410K ﹤0.01% 1191

Other funds holding APLD

EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc's APLD Position: Q2 2026 in Review

AssetMark Inc increased its Applied Digital (APLD) stake by 0.21% in Q2 2026, buying an estimated $1.16K and bringing the position to 14,020 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

AssetMark Inc first reported a position in APLD in Q4 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • AssetMark Inc held 14,020 shares of Applied Digital worth $523K as of Q2 2026.
  • AssetMark Inc bought 30 Applied Digital shares in Q2 2026, an estimated $1.16K.
  • Applied Digital made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1222 holding.
  • AssetMark Inc first reported a position in Applied Digital in Q4 2025 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.