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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 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

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 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 16 quarters since. The position peaked at $22.6M in Q2 2023. 566 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 16 quarters since.
  • B. Riley Wealth Advisors's Applied Digital position peaked at $22.6M in Q2 2023.
  • 566 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.