Mission Wealth Management
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Mission Wealth Management’s Applied Digital APLD Stock Holding History

Mission Wealth Management’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
Q3 		$764K Sell
31,354
-2,226
-7% -$62.4K 0.01% 427
2026
Q2 		$1.25M Buy
33,580
+3,155
+10% +$122K 0.02% 415
2026
Q1 		$722K Sell
30,425
-209
-0.7% -$6.54K 0.01% 397
2025
Q4 		$751K Buy
30,634
+17,070
+126% +$492K 0.02% 394
2025
Q3 		$311K Buy
+13,564
New +$201K 0.01% 594

Other funds holding APLD

Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
Thor Investment Management
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
Spear Advisors
Spear Advisors East Hampton, New York $230M AUM 127.01% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return

Mission Wealth Management's APLD Position: Q3 2026 in Review

Mission Wealth Management reduced its Applied Digital (APLD) stake by 6.6% in Q3 2026, selling an estimated $62.4K and leaving 31,354 shares worth $764K. The position accounts for 0.01% of the portfolio, ranked #427.

Mission Wealth Management first reported a position in APLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.25M in Q2 2026. 131 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

  • Mission Wealth Management held 31,354 shares of Applied Digital worth $764K as of Q3 2026.
  • Mission Wealth Management sold 2,226 Applied Digital shares in Q3 2026, an estimated $62.4K.
  • Applied Digital made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #427 holding.
  • Mission Wealth Management first reported a position in Applied Digital in Q3 2025 and has held it in 5 quarters since.
  • Mission Wealth Management's Applied Digital position peaked at $1.25M in Q2 2026.
  • 131 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.