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Caldwell Trust’s Applied Digital APLD Stock Holding History

Caldwell Trust’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 		$13.1K Buy
+350
New +$13.5K ﹤0.01% 651
2026
Q1 		– Sell
-250
Closed -$6.13K – 785
2025
Q4 		$6.13K Buy
+250
New +$7.2K ﹤0.01% 681

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

Caldwell Trust's APLD Position: Q2 2026 in Review

Caldwell Trust opened a new position in Applied Digital (APLD) in Q2 2026: 350 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #651 among its holdings. This is a return to the name: Caldwell Trust previously reported a position in APLD as recently as Q4 2025.

Caldwell Trust first reported a position in APLD in Q4 2025 and has held it in 2 quarters since. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Caldwell Trust held 350 shares of Applied Digital worth $13.1K as of Q2 2026.
  • Applied Digital was a new Caldwell Trust position in Q2 2026.
  • Applied Digital made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #651 holding.
  • Caldwell Trust first reported a position in Applied Digital in Q4 2025 and has held it in 2 quarters since.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.