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Mark Sheptoff Financial Planning’s Applied Digital APLD Stock Holding History

Mark Sheptoff Financial Planning’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 		$1.86K Hold
50
– – ﹤0.01% 489
2026
Q1 		$1.99K Buy
+50
New +$1.56K ﹤0.01% 479

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

Mark Sheptoff Financial Planning's APLD Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Applied Digital (APLD) position steady in Q2 2026 at 50 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Mark Sheptoff Financial Planning first reported a position in APLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.99K in Q1 2026. 564 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Mark Sheptoff Financial Planning held 50 shares of Applied Digital worth $1.86K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Applied Digital share count unchanged in Q2 2026.
  • Applied Digital made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #489 holding.
  • Mark Sheptoff Financial Planning first reported a position in Applied Digital in Q1 2026 and has held it in 2 quarters since.
  • Mark Sheptoff Financial Planning's Applied Digital position peaked at $1.99K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.