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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
Q2 		– Sell
-25
Closed -$594 – 340
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 $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

Marshall & Sterling Wealth Advisors's APLD Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors sold out of Applied Digital (APLD) in Q2 2026, closing a stake of 25 shares — an estimated $594 sold.

Marshall & Sterling Wealth Advisors first reported a position in APLD in Q2 2025 and held it in 4 quarters. The position peaked at $613 in Q4 2025. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining Applied Digital position as of Q2 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 25 Applied Digital shares in Q2 2026, an estimated $594.
  • Marshall & Sterling Wealth Advisors first reported a position in Applied Digital in Q2 2025 and held it in 4 quarters.
  • Marshall & Sterling Wealth Advisors's Applied Digital position peaked at $613 in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.