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Marshall & Sterling Wealth Advisors’s Applied Digital APLD Stock Holding History

Marshall & Sterling 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
Q1 		$594 Hold
25
– – ﹤0.01% 318
2025
Q4 		$613 Hold
25
– – ﹤0.01% 318
2025
Q3 		$574 Sell
25
-35
-58% -$518 ﹤0.01% 617
2025
Q2 		$604 Buy
+60
New +$443 ﹤0.01% 600

Other funds holding APLD

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's APLD Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors held its Applied Digital (APLD) position steady in Q1 2026 at 25 shares worth $594. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Marshall & Sterling Wealth Advisors first reported a position in APLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $613 in Q4 2025. 457 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

  • Marshall & Sterling Wealth Advisors held 25 shares of Applied Digital worth $594 as of Q1 2026.
  • Marshall & Sterling Wealth Advisors left its Applied Digital share count unchanged in Q1 2026.
  • Applied Digital made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #318 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Applied Digital in Q2 2025 and has held it in 4 quarters since.
  • Marshall & Sterling Wealth Advisors's Applied Digital position peaked at $613 in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.