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Center for Financial Planning’s Applied Digital APLD Stock Holding History

Center for Financial Planning’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 		$88.6K Buy
2,375
+838
+55% +$32.3K 0.01% 257
2026
Q1 		$36.5K Hold
1,537
– – ﹤0.01% 345
2025
Q4 		$37.7K Buy
+1,537
New +$44.3K ﹤0.01% 330

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

Center for Financial Planning's APLD Position: Q2 2026 in Review

Center for Financial Planning increased its Applied Digital (APLD) stake by 55% in Q2 2026, buying an estimated $32.3K and bringing the position to 2,375 shares worth $88.6K. The position accounts for 0.01% of the portfolio, ranked #257.

Center for Financial Planning first reported a position in APLD in Q4 2025 and has held it in 3 quarters since. 567 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Center for Financial Planning held 2,375 shares of Applied Digital worth $88.6K as of Q2 2026.
  • Center for Financial Planning bought 838 Applied Digital shares in Q2 2026, an estimated $32.3K.
  • Applied Digital made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #257 holding.
  • Center for Financial Planning first reported a position in Applied Digital in Q4 2025 and has held it in 3 quarters since.
  • 567 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.