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LRI Investments’s Applied Digital APLD Stock Holding History

LRI Investments’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 		$671 Sell
18
-127
-88% -$4.9K ﹤0.01% 1475
2026
Q1 		$3.44K Hold
145
– – ﹤0.01% 1177
2025
Q4 		$3.56K Buy
145
+49
+51% +$1.41K ﹤0.01% 1105
2025
Q3 		$2.2K Buy
+96
New +$1.42K ﹤0.01% 1188

Other funds holding APLD

EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LRI Investments's APLD Position: Q2 2026 in Review

LRI Investments reduced its Applied Digital (APLD) stake by 88% in Q2 2026, selling an estimated $4.9K and leaving 18 shares worth $671. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

LRI Investments first reported a position in APLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.56K in Q4 2025. 173 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • LRI Investments held 18 shares of Applied Digital worth $671 as of Q2 2026.
  • LRI Investments sold 127 Applied Digital shares in Q2 2026, an estimated $4.9K.
  • Applied Digital made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1475 holding.
  • LRI Investments first reported a position in Applied Digital in Q3 2025 and has held it in 4 quarters since.
  • LRI Investments's Applied Digital position peaked at $3.56K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.