Creative Planning’s Applied Digital APLD Stock Holding History

Creative 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	$7.31M	Buy	196,091 +56,702	+41%	+$2.19M	﹤0.01%	1107
2026 Q1	$3.31M	Buy	139,389 +40,103	+40%	+$1.26M	﹤0.01%	1496
2025 Q4	$2.43M	Buy	99,286 +30,008	+43%	+$864K	﹤0.01%	1572
2025 Q3	$1.59M	Buy	69,278 +17,175	+33%	+$254K	﹤0.01%	1731
2025 Q2	$525K	Buy	52,103 +19,989	+62%	+$147K	﹤0.01%	2434
2025 Q1	$180K	Buy	32,114 +16,401	+104%	+$129K	﹤0.01%	3110
2024 Q4	$120K	Buy	+15,713	New	+$131K	﹤0.01%	3122
2023 Q3	–	Sell	-1,082,050	Closed	-$10.1M	–	2915
2023 Q2	$10.1M	Sell	1,082,050 -251,520	-19%	-$1.5M	0.01%	348
2023 Q1	$2.99M	Buy	+1,333,570	New	+$3.33M	﹤0.01%	643

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 Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

Creative Planning's APLD Position: Q2 2026 in Review

Creative Planning increased its Applied Digital (APLD) stake by 41% in Q2 2026, buying an estimated $2.19M and bringing the position to 196,091 shares worth $7.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Creative Planning first reported a position in APLD in Q1 2023 and has held it in 9 quarters since. The position peaked at $10.1M in Q2 2023. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

Creative Planning held 196,091 shares of Applied Digital worth $7.31M as of Q2 2026.
Creative Planning bought 56,702 Applied Digital shares in Q2 2026, an estimated $2.19M.
Applied Digital made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1107 holding.
Creative Planning first reported a position in Applied Digital in Q1 2023 and has held it in 9 quarters since.
Creative Planning's Applied Digital position peaked at $10.1M in Q2 2023.
566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.