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Chelsea Counsel Company’s Applied Digital APLD Stock Holding History

Chelsea Counsel Company’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 		$1.58M Hold
42,290
– – 0.67% 35
2026
Q1 		$1M Sell
42,290
-6,285
-13% -$197K 0.45% 43
2025
Q4 		$1.19M Sell
48,575
-5,485
-10% -$158K 0.51% 42
2025
Q3 		$1.24M Sell
54,060
-3,720
-6% -$55.1K 0.55% 40
2025
Q2 		$582K Buy
+57,780
New +$426K 0.29% 59

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

Chelsea Counsel Company's APLD Position: Q2 2026 in Review

Chelsea Counsel Company held its Applied Digital (APLD) position steady in Q2 2026 at 42,290 shares worth $1.58M. The position accounts for 0.67% of the portfolio, ranked #35.

Chelsea Counsel Company first reported a position in APLD in Q2 2025 and has held it in 5 quarters since. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Chelsea Counsel Company held 42,290 shares of Applied Digital worth $1.58M as of Q2 2026.
  • Chelsea Counsel Company left its Applied Digital share count unchanged in Q2 2026.
  • Applied Digital made up 0.67% of Chelsea Counsel Company's portfolio in Q2 2026, its #35 holding.
  • Chelsea Counsel Company first reported a position in Applied Digital in Q2 2025 and has held it in 5 quarters since.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Chelsea Counsel Company's 13F filing for Q2 2026, filed 12 Aug 2026.