Morgan Stanley
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Morgan Stanley’s Applied Digital APLD Stock Holding History

Morgan Stanley’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 		$110M Buy
2,947,256
+44,117
+2% +$1.7M 0.01% 1490
2026
Q1 		$68.9M Sell
2,903,139
-657,875
-18% -$20.6M ﹤0.01% 1781
2025
Q4 		$87.3M Buy
3,561,014
+975,657
+38% +$28.1M 0.01% 1572
2025
Q3 		$59.3M Sell
2,585,357
-1,339,122
-34% -$19.8M ﹤0.01% 1875
2025
Q2 		$39.5M Buy
3,924,479
+1,794,568
+84% +$13.2M ﹤0.01% 2139
2025
Q1 		$12M Sell
2,129,911
-346,320
-14% -$2.72M ﹤0.01% 3181
2024
Q4 		$18.9M Buy
2,476,231
+1,873,475
+311% +$15.6M ﹤0.01% 2803
2024
Q3 		$4.97M Buy
602,756
+359,316
+148% +$1.9M ﹤0.01% 3968
2024
Q2 		$1.45M Buy
243,440
+8,840
+4% +$34.3K ﹤0.01% 4761
2024
Q1 		$1M Sell
234,600
-184,027
-44% -$929K ﹤0.01% 4951
2023
Q4 		$2.82M Buy
418,627
+277,524
+197% +$1.49M ﹤0.01% 4303
2023
Q3 		$880K Sell
141,103
-252,300
-64% -$1.76M ﹤0.01% 4871
2023
Q2 		$3.68M Buy
393,403
+353,887
+896% +$2.11M ﹤0.01% 3985
2023
Q1 		$88.5K Buy
39,516
+26,286
+199% +$65.6K ﹤0.01% 6057
2022
Q4 		$24.3K Buy
13,230
+12,582
+1,942% +$24.8K ﹤0.01% 6603
2022
Q3 		$0 Sell
648
-412
-39% -$776 ﹤0.01% 7692
2022
Q2 		$1K Buy
+1,060
New +$3.18K ﹤0.01% 7653

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

Morgan Stanley's APLD Position: Q2 2026 in Review

Morgan Stanley increased its Applied Digital (APLD) stake by 1.5% in Q2 2026, buying an estimated $1.7M and bringing the position to 2,947,256 shares worth $110M. The position accounts for 0.01% of the portfolio, ranked #1490.

Morgan Stanley first reported a position in APLD in Q2 2022 and has held it in 17 quarters since. 565 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Morgan Stanley held 2,947,256 shares of Applied Digital worth $110M as of Q2 2026.
  • Morgan Stanley bought 44,117 Applied Digital shares in Q2 2026, an estimated $1.7M.
  • Applied Digital made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1490 holding.
  • Morgan Stanley first reported a position in Applied Digital in Q2 2022 and has held it in 17 quarters since.
  • 565 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.