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Legacy Wealth Management (Idaho)’s Applied Digital APLD Stock Holding History

Legacy Wealth Management (Idaho)’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
-250
Closed -$5.74K – 928
2025
Q3 		$5.74K Hold
250
– – ﹤0.01% 414
2025
Q2 		$2.52K Buy
+250
New +$1.84K ﹤0.01% 478

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

Legacy Wealth Management (Idaho)'s APLD Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of Applied Digital (APLD) in Q4 2025, closing a stake of 250 shares — an estimated $5.74K sold.

Legacy Wealth Management (Idaho) first reported a position in APLD in Q2 2025 and held it in 2 quarters. The position peaked at $5.74K in Q3 2025. 437 funds tracked by Wall St. Rank hold APLD as of Q4 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Applied Digital position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 250 Applied Digital shares in Q4 2025, an estimated $5.74K.
  • Legacy Wealth Management (Idaho) first reported a position in Applied Digital in Q2 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Applied Digital position peaked at $5.74K in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Applied Digital as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.