GoalVest Advisory’s Applied Digital APLD Stock Holding History

GoalVest Advisory’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	$12.9K	Hold	530	–	–	﹤0.01%	396
2026 Q2	$19.8K	Buy	+530	New	+$20.5K	﹤0.01%	303

Other funds holding APLD

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

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

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

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

GoalVest Advisory's APLD Position: Q3 2026 in Review

GoalVest Advisory held its Applied Digital (APLD) position steady in Q3 2026 at 530 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

GoalVest Advisory first reported a position in APLD in Q2 2026 and has held it in 2 quarters since. The position peaked at $19.8K in Q2 2026. 94 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

GoalVest Advisory held 530 shares of Applied Digital worth $12.9K as of Q3 2026.
GoalVest Advisory left its Applied Digital share count unchanged in Q3 2026.
Applied Digital made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #396 holding.
GoalVest Advisory first reported a position in Applied Digital in Q2 2026 and has held it in 2 quarters since.
GoalVest Advisory's Applied Digital position peaked at $19.8K in Q2 2026.
94 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.