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 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 $9.98B AUM 145.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DBA Trading Fort Lauderdale, Florida $199M AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's APLD Position: Q1 2026 in Review

Creative Planning increased its Applied Digital (APLD) stake by 40% in Q1 2026, buying an estimated $1.26M and bringing the position to 139,389 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

Creative Planning first reported a position in APLD in Q1 2023 and has held it in 8 quarters since. The position peaked at $10.1M in Q2 2023. 457 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

Creative Planning held 139,389 shares of Applied Digital worth $3.31M as of Q1 2026.
Creative Planning bought 40,103 Applied Digital shares in Q1 2026, an estimated $1.26M.
Applied Digital made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1496 holding.
Creative Planning first reported a position in Applied Digital in Q1 2023 and has held it in 8 quarters since.
Creative Planning's Applied Digital position peaked at $10.1M in Q2 2023.
457 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.