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Kingswood Wealth Advisors’s Applied Digital APLD Stock Holding History

Kingswood 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 		$603K Sell
16,166
-650
-4% -$25.1K 0.02% 557
2026
Q1 		$399K Buy
16,816
+1,716
+11% +$53.7K 0.02% 616
2025
Q4 		$370K Buy
15,100
+4,050
+37% +$117K 0.02% 617
2025
Q3 		$253K Buy
+11,050
New +$164K 0.02% 685

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

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

Kingswood Wealth Advisors reduced its Applied Digital (APLD) stake by 3.9% in Q2 2026, selling an estimated $25.1K and leaving 16,166 shares worth $603K. The position accounts for 0.02% of the portfolio, ranked #557.

Kingswood Wealth Advisors first reported a position in APLD in Q3 2025 and has held it in 4 quarters since. 565 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Kingswood Wealth Advisors held 16,166 shares of Applied Digital worth $603K as of Q2 2026.
  • Kingswood Wealth Advisors sold 650 Applied Digital shares in Q2 2026, an estimated $25.1K.
  • Applied Digital made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #557 holding.
  • Kingswood Wealth Advisors first reported a position in Applied Digital in Q3 2025 and has held it in 4 quarters since.
  • 565 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.