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Johnson Investment Counsel’s Applied Digital APLD Stock Holding History

Johnson Investment Counsel’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
Q4 		– Sell
-200
Closed -$5.31M – 796
2025
Q3 		$5.31M Buy
+200
New +$2.96K 0.04% 167
2025
Q2 		– Sell
-16,100
Closed -$90.5K – 820
2025
Q1 		$90.5K Buy
+16,100
New +$126K ﹤0.01% 789

Other funds holding APLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Johnson Investment Counsel's APLD Position: Q4 2025 in Review

Johnson Investment Counsel sold out of Applied Digital (APLD) in Q4 2025, closing a stake of 200 shares — an estimated $5.31M sold.

Johnson Investment Counsel first reported a position in APLD in Q1 2025 and held it in 2 quarters. The position peaked at $5.31M in Q3 2025. 437 funds tracked by Wall St. Rank hold APLD as of Q4 2025.

  • Johnson Investment Counsel reported no remaining Applied Digital position as of Q4 2025 after selling out during the quarter.
  • Johnson Investment Counsel sold 200 Applied Digital shares in Q4 2025, an estimated $5.31M.
  • Johnson Investment Counsel first reported a position in Applied Digital in Q1 2025 and held it in 2 quarters.
  • Johnson Investment Counsel's Applied Digital position peaked at $5.31M in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Applied Digital as of Q4 2025.

Based on Johnson Investment Counsel's 13F filing for Q4 2025, filed 13 Feb 2026.