Balboa Wealth Partners
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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
Q3 		$672K Buy
27,574
+3,774
+16% +$106K 0.09% 185
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

Equitec Proprietary Markets
Equitec Proprietary Markets Chicago, Illinois $400M AUM 66.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Balboa Wealth Partners's APLD Position: Q3 2026 in Review

Balboa Wealth Partners increased its Applied Digital (APLD) stake by 16% in Q3 2026, buying an estimated $106K and bringing the position to 27,574 shares worth $672K. The position accounts for 0.09% of the portfolio, ranked #185.

Balboa Wealth Partners first reported a position in APLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $1M in Q1 2026. 282 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

  • Balboa Wealth Partners held 27,574 shares of Applied Digital worth $672K as of Q3 2026.
  • Balboa Wealth Partners bought 3,774 Applied Digital shares in Q3 2026, an estimated $106K.
  • Applied Digital made up 0.09% of Balboa Wealth Partners's portfolio in Q3 2026, its #185 holding.
  • Balboa Wealth Partners first reported a position in Applied Digital in Q4 2025 and has held it in 4 quarters since.
  • Balboa Wealth Partners's Applied Digital position peaked at $1M in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.