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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 		$113 Sell
3
-1,197
-100% -$46.2K ﹤0.01% 914
2026
Q1 		$248 Buy
1,200
+1,191
+13,233% +$37.3K ﹤0.01% 897
2025
Q4 		$222 Sell
9
-291
-97% -$8.38K ﹤0.01% 1020
2025
Q3 		$69 Buy
+300
New +$4.44K ﹤0.01% 1073

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. 79 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.
  • 79 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.