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B. Riley Wealth Advisors’s Applied Digital APLD Stock Holding History

B. Riley 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 		$2.83M Sell
74,934
-584
-0.8% -$22.5K 0.15% 140
2026
Q1 		$1.55M Sell
75,518
-3,685
-5% -$115K 0.1% 199
2025
Q4 		$1.94M Sell
79,203
-91,458
-54% -$2.63M 0.09% 210
2025
Q3 		$3.91M Sell
170,661
-34,137
-17% -$505K 0.18% 116
2025
Q2 		$2.06M Buy
+204,798
New +$1.51M 0.1% 204
2024
Q4 		$2.46M Sell
321,606
-67,399
-17% -$560K 0.08% 244
2024
Q3 		$3.21M Sell
389,005
-385,650
-50% -$2.04M 0.09% 219
2024
Q2 		$4.61M Buy
774,655
+308,223
+66% +$1.2M 0.12% 172
2024
Q1 		$2.91M Sell
466,432
-46,150
-9% -$233K 0.08% 245
2023
Q4 		$3.45M Buy
512,582
+46,150
+10% +$248K 0.09% 225
2023
Q3 		$2.91M Sell
466,432
-1,950,964
-81% -$13.6M 0.08% 245
2023
Q2 		$22.6M Buy
2,417,396
+2,098,230
+657% +$12.5M 0.51% 37
2023
Q1 		$715K Buy
319,166
+114,166
+56% +$285K 0.02% 669
2022
Q4 		$377K Buy
+205,000
New +$404K 0.01% 921
2022
Q3 		– Sell
-18,200
Closed -$20K – 1453
2022
Q2 		$20K Buy
+18,200
New +$54.5K ﹤0.01% 1200

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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
WMA
Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

B. Riley Wealth Advisors's APLD Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Applied Digital (APLD) stake by 0.77% in Q2 2026, selling an estimated $22.5K and leaving 74,934 shares worth $2.83M. The position accounts for 0.15% of the portfolio, ranked #140.

B. Riley Wealth Advisors first reported a position in APLD in Q2 2022 and has held it in 15 quarters since. The position peaked at $22.6M in Q2 2023. 76 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • B. Riley Wealth Advisors held 74,934 shares of Applied Digital worth $2.83M as of Q2 2026.
  • B. Riley Wealth Advisors sold 584 Applied Digital shares in Q2 2026, an estimated $22.5K.
  • Applied Digital made up 0.15% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • B. Riley Wealth Advisors first reported a position in Applied Digital in Q2 2022 and has held it in 15 quarters since.
  • B. Riley Wealth Advisors's Applied Digital position peaked at $22.6M in Q2 2023.
  • 76 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.