B. Riley Wealth Advisors
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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
Q3 		$1.84M Buy
75,349
+415
+0.6% +$11.6K 0.07% 244
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 Sell
204,798
-418,041
-67% -$3.08M 0.1% 204
2025
Q1 		$3.5M Buy
622,839
+301,233
+94% +$2.37M 0.1% 203
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

Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
Thor Investment Management
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
Spear Advisors
Spear Advisors East Hampton, New York $230M AUM 127.01% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return

B. Riley Wealth Advisors's APLD Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its Applied Digital (APLD) stake by 0.55% in Q3 2026, buying an estimated $11.6K and bringing the position to 75,349 shares worth $1.84M. The position accounts for 0.07% of the portfolio, ranked #244.

B. Riley Wealth Advisors first reported a position in APLD in Q2 2022 and has held it in 17 quarters since. The position peaked at $22.6M in Q2 2023. 137 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

  • B. Riley Wealth Advisors held 75,349 shares of Applied Digital worth $1.84M as of Q3 2026.
  • B. Riley Wealth Advisors bought 415 Applied Digital shares in Q3 2026, an estimated $11.6K.
  • Applied Digital made up 0.07% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #244 holding.
  • B. Riley Wealth Advisors first reported a position in Applied Digital in Q2 2022 and has held it in 17 quarters since.
  • B. Riley Wealth Advisors's Applied Digital position peaked at $22.6M in Q2 2023.
  • 137 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.