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Elevation Wealth Partners’s Applied Digital APLD Stock Holding History

Elevation Wealth Partners’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 		$41.2K Buy
1,689
+149
+10% +$4.18K 0.01% 452
2026
Q2 		$57.4K Hold
1,540
– – 0.02% 272
2026
Q1 		$36.6K Buy
+1,540
New +$48.2K 0.01% 285

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

Elevation Wealth Partners's APLD Position: Q3 2026 in Review

Elevation Wealth Partners increased its Applied Digital (APLD) stake by 9.7% in Q3 2026, buying an estimated $4.18K and bringing the position to 1,689 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #452.

Elevation Wealth Partners first reported a position in APLD in Q1 2026 and has held it in 3 quarters since. The position peaked at $57.4K in Q2 2026. 24 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

  • Elevation Wealth Partners held 1,689 shares of Applied Digital worth $41.2K as of Q3 2026.
  • Elevation Wealth Partners bought 149 Applied Digital shares in Q3 2026, an estimated $4.18K.
  • Applied Digital made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #452 holding.
  • Elevation Wealth Partners first reported a position in Applied Digital in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Applied Digital position peaked at $57.4K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.