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EP Wealth Advisors’s Applied Digital APLD Stock Holding History

EP Wealth Advisors’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
Q2 		$634K Buy
+16,986
New +$656K ﹤0.01% 926

Other funds holding APLD

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

EP Wealth Advisors's APLD Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Applied Digital (APLD) in Q2 2026: 16,986 shares worth $634K. The stake represents ﹤0.01% of the portfolio and ranks #926 among its holdings.

565 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • EP Wealth Advisors held 16,986 shares of Applied Digital worth $634K as of Q2 2026.
  • Applied Digital was a new EP Wealth Advisors position in Q2 2026.
  • Applied Digital made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #926 holding.
  • 565 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.