AAS
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Avantax Advisory Services’s Applied Digital APLD Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$196K Sell
19,499
-3,782
-16% -$27.9K ﹤0.01% 2216
2025
Q1 		$131K Buy
+23,281
New +$183K ﹤0.01% 2139

Other funds holding APLD

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's APLD Position: Q2 2025 in Review

Avantax Advisory Services reduced its Applied Digital (APLD) stake by 16% in Q2 2025, selling an estimated $27.9K and leaving 19,499 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

Avantax Advisory Services first reported a position in APLD in Q1 2025 and has held it in 2 quarters since. 281 funds tracked by Wall St. Rank hold APLD as of Q2 2025.

  • Avantax Advisory Services held 19,499 shares of Applied Digital worth $196K as of Q2 2025.
  • Avantax Advisory Services sold 3,782 Applied Digital shares in Q2 2025, an estimated $27.9K.
  • Applied Digital made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2216 holding.
  • Avantax Advisory Services first reported a position in Applied Digital in Q1 2025 and has held it in 2 quarters since.
  • 281 funds tracked by Wall St. Rank held Applied Digital as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.