Cornerstone Planning Group
APLD icon

Cornerstone Planning Group’s Applied Digital APLD Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-409
Closed -$12.3K – 262
2026
Q2 		$12.3K Sell
409
-900
-69% -$34.7K ﹤0.01% 827
2026
Q1 		$52.2K Hold
1,309
– – 0.01% 390
2025
Q4 		$52.6K Sell
1,309
-150
-10% -$4.32K 0.01% 333
2025
Q3 		$49.5K Sell
1,459
-246
-14% -$3.64K 0.01% 343
2025
Q2 		$25.4K Buy
1,705
+600
+54% +$4.43K 0.01% 366
2025
Q1 		$4.51K Buy
+1,105
New +$8.68K ﹤0.01% 764

Other funds holding APLD

Thor Investment Management
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Cornerstone Planning Group's APLD Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Applied Digital (APLD) in Q3 2026, closing a stake of 409 shares — an estimated $12.3K sold.

Cornerstone Planning Group first reported a position in APLD in Q1 2025 and held it in 6 quarters. The position peaked at $52.6K in Q4 2025. 94 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Applied Digital position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 409 Applied Digital shares in Q3 2026, an estimated $12.3K.
  • Cornerstone Planning Group first reported a position in Applied Digital in Q1 2025 and held it in 6 quarters.
  • Cornerstone Planning Group's Applied Digital position peaked at $52.6K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.