Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Applied Digital APLD Stock Holding History

Dynamic Advisor Solutions’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 		$236K Sell
9,695
-7
-0.1% -$196 0.01% 918
2026
Q2 		$362K Buy
9,702
+110
+1% +$4.24K 0.01% 791
2026
Q1 		$228K Sell
9,592
-1,253
-12% -$39.2K 0.01% 884
2025
Q4 		$266K Sell
10,845
-656
-6% -$18.9K 0.01% 813
2025
Q3 		$264K Buy
+11,501
New +$170K 0.01% 816

Other funds holding APLD

TIM
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
TA
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
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
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Dynamic Advisor Solutions's APLD Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Applied Digital (APLD) stake by 0.07% in Q3 2026, selling an estimated $196 and leaving 9,695 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #918.

Dynamic Advisor Solutions first reported a position in APLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $362K in Q2 2026. 65 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

  • Dynamic Advisor Solutions held 9,695 shares of Applied Digital worth $236K as of Q3 2026.
  • Dynamic Advisor Solutions sold 7 Applied Digital shares in Q3 2026, an estimated $196.
  • Applied Digital made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #918 holding.
  • Dynamic Advisor Solutions first reported a position in Applied Digital in Q3 2025 and has held it in 5 quarters since.
  • Dynamic Advisor Solutions's Applied Digital position peaked at $362K in Q2 2026.
  • 65 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.