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Concord Wealth Partners’s Applied Digital APLD Stock Holding History

Concord 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
Q1 		– Sell
-76
Closed -$1.86K – 235
2025
Q4 		$1.86K Hold
76
– – ﹤0.01% 702
2025
Q3 		$1.74K Buy
+76
New +$1.13K ﹤0.01% 717

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $201M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concord Wealth Partners's APLD Position: Q1 2026 in Review

Concord Wealth Partners sold out of Applied Digital (APLD) in Q1 2026, closing a stake of 76 shares — an estimated $1.86K sold.

Concord Wealth Partners first reported a position in APLD in Q3 2025 and held it in 2 quarters. The position peaked at $1.86K in Q4 2025. 457 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

  • Concord Wealth Partners reported no remaining Applied Digital position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 76 Applied Digital shares in Q1 2026, an estimated $1.86K.
  • Concord Wealth Partners first reported a position in Applied Digital in Q3 2025 and held it in 2 quarters.
  • Concord Wealth Partners's Applied Digital position peaked at $1.86K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.