CI
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CX Institutional’s Applied Digital APLD Stock Holding History

CX Institutional’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
-2,406
Closed -$90K – 1672
2026
Q2 		$90K Buy
2,406
+62
+3% +$2.39K ﹤0.01% 882
2026
Q1 		$56K Buy
+2,344
New +$73.4K ﹤0.01% 955

Other funds holding APLD

TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return

CX Institutional's APLD Position: Q3 2026 in Review

CX Institutional sold out of Applied Digital (APLD) in Q3 2026, closing a stake of 2,406 shares — an estimated $90K sold.

CX Institutional first reported a position in APLD in Q1 2026 and held it in 2 quarters. The position peaked at $90K in Q2 2026. 24 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

  • CX Institutional reported no remaining Applied Digital position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 2,406 Applied Digital shares in Q3 2026, an estimated $90K.
  • CX Institutional first reported a position in Applied Digital in Q1 2026 and held it in 2 quarters.
  • CX Institutional's Applied Digital position peaked at $90K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.