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Balboa Wealth Partners’s Applied Digital APLD Stock Holding History

Balboa Wealth Partners’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 		$888K Sell
23,800
-18,386
-44% -$710K 0.12% 143
2026
Q1 		$1M Buy
42,186
+6,636
+19% +$208K 0.17% 102
2025
Q4 		$872K Buy
+35,550
New +$1.02M 0.14% 115

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

Balboa Wealth Partners's APLD Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Applied Digital (APLD) stake by 44% in Q2 2026, selling an estimated $710K and leaving 23,800 shares worth $888K. The position accounts for 0.12% of the portfolio, ranked #143.

Balboa Wealth Partners first reported a position in APLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1M in Q1 2026. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Balboa Wealth Partners held 23,800 shares of Applied Digital worth $888K as of Q2 2026.
  • Balboa Wealth Partners sold 18,386 Applied Digital shares in Q2 2026, an estimated $710K.
  • Applied Digital made up 0.12% of Balboa Wealth Partners's portfolio in Q2 2026, its #143 holding.
  • Balboa Wealth Partners first reported a position in Applied Digital in Q4 2025 and has held it in 3 quarters since.
  • Balboa Wealth Partners's Applied Digital position peaked at $1M in Q1 2026.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.