BHWA
APLD icon

Beacon Harbor Wealth Advisors’s Applied Digital APLD Stock Holding History

Beacon Harbor 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
2025
Q3 		– Sell
-10,000
Closed -$101K – 71
2025
Q2 		$101K Hold
10,000
– – 0.03% 71
2025
Q1 		$56.2K Hold
10,000
– – 0.01% 74
2024
Q4 		$76.4K Hold
10,000
– – 0.02% 77
2024
Q3 		$83K Buy
+10,000
New +$53K 0.02% 69

Other funds holding APLD

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Beacon Harbor Wealth Advisors's APLD Position: Q3 2025 in Review

Beacon Harbor Wealth Advisors sold out of Applied Digital (APLD) in Q3 2025, closing a stake of 10,000 shares — an estimated $101K sold.

Beacon Harbor Wealth Advisors first reported a position in APLD in Q3 2024 and held it in 4 quarters. The position peaked at $101K in Q2 2025. 368 funds tracked by Wall St. Rank hold APLD as of Q3 2025.

  • Beacon Harbor Wealth Advisors reported no remaining Applied Digital position as of Q3 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 10,000 Applied Digital shares in Q3 2025, an estimated $101K.
  • Beacon Harbor Wealth Advisors first reported a position in Applied Digital in Q3 2024 and held it in 4 quarters.
  • Beacon Harbor Wealth Advisors's Applied Digital position peaked at $101K in Q2 2025.
  • 368 funds tracked by Wall St. Rank held Applied Digital as of Q3 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.