CIA
APLD icon

Concurrent Investment Advisors’s Applied Digital APLD Stock Holding History

Concurrent Investment 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
-800
Closed -$8.06K – 1503
2025
Q2 		$8.06K Buy
+800
New +$5.9K ﹤0.01% 1398
2025
Q1 		– Sell
-600
Closed -$4.58K – 1245
2024
Q4 		$4.58K Buy
+600
New +$4.99K ﹤0.01% 1115

Other funds holding APLD

EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Concurrent Investment Advisors's APLD Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Applied Digital (APLD) stake by 53% in Q2 2026, selling an estimated $856K and leaving 19,859 shares worth $741K. The position accounts for 0.01% of the portfolio, ranked #1171.

Concurrent Investment Advisors first reported a position in APLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $998K in Q1 2026. 163 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Concurrent Investment Advisors held 19,859 shares of Applied Digital worth $741K as of Q2 2026.
  • Concurrent Investment Advisors sold 22,175 Applied Digital shares in Q2 2026, an estimated $856K.
  • Applied Digital made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1171 holding.
  • Concurrent Investment Advisors first reported a position in Applied Digital in Q4 2024 and has held it in 7 quarters since.
  • Concurrent Investment Advisors's Applied Digital position peaked at $998K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.