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Avion Wealth’s Applied Digital APLD Stock Holding History

Avion Wealth’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 		$2K Buy
104
+12
+13% +$337 ﹤0.01% 1003
2026
Q2 		$3K Buy
92
+9
+11% +$347 ﹤0.01% 905
2026
Q1 		$1K Buy
83
+19
+30% +$595 ﹤0.01% 963
2025
Q4 		$1K Sell
64
-42
-40% -$1.21K ﹤0.01% 965
2025
Q3 		$2K Hold
106
– – ﹤0.01% 826
2025
Q2 		$1K Buy
+106
New +$782 ﹤0.01% 901

Other funds holding APLD

Equitec Proprietary Markets
Equitec Proprietary Markets Chicago, Illinois $400M AUM 66.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Avion Wealth's APLD Position: Q3 2026 in Review

Avion Wealth increased its Applied Digital (APLD) stake by 13% in Q3 2026, buying an estimated $337 and bringing the position to 104 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Avion Wealth first reported a position in APLD in Q2 2025 and has held it in 6 quarters since. The position peaked at $3K in Q2 2026. 282 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

  • Avion Wealth held 104 shares of Applied Digital worth $2K as of Q3 2026.
  • Avion Wealth bought 12 Applied Digital shares in Q3 2026, an estimated $337.
  • Applied Digital made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1003 holding.
  • Avion Wealth first reported a position in Applied Digital in Q2 2025 and has held it in 6 quarters since.
  • Avion Wealth's Applied Digital position peaked at $3K in Q2 2026.
  • 282 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.