DWM
APLD icon

Dogwood Wealth Management’s Applied Digital APLD Stock Holding History

Dogwood Wealth Management’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
Q2 		– Sell
-960
Closed -$5.39K – 696
2025
Q1 		$5.39K Hold
960
– – ﹤0.01% 240
2024
Q4 		$7.33K Buy
+960
New +$7.98K ﹤0.01% 197

Other funds holding APLD

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dogwood Wealth Management's APLD Position: Q2 2025 in Review

Dogwood Wealth Management sold out of Applied Digital (APLD) in Q2 2025, closing a stake of 960 shares — an estimated $5.39K sold.

Dogwood Wealth Management first reported a position in APLD in Q4 2024 and held it in 2 quarters. The position peaked at $7.33K in Q4 2024. 281 funds tracked by Wall St. Rank hold APLD as of Q2 2025.

  • Dogwood Wealth Management reported no remaining Applied Digital position as of Q2 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 960 Applied Digital shares in Q2 2025, an estimated $5.39K.
  • Dogwood Wealth Management first reported a position in Applied Digital in Q4 2024 and held it in 2 quarters.
  • Dogwood Wealth Management's Applied Digital position peaked at $7.33K in Q4 2024.
  • 281 funds tracked by Wall St. Rank held Applied Digital as of Q2 2025.

Based on Dogwood Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.