Next Level Wealth Planning’s Applied Digital APLD Stock Holding History

Next Level Wealth 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 Q3	$2.44K	Buy	+100	New	+$2.8K	﹤0.01%	442

Other funds holding APLD

Equitec Proprietary Markets Chicago, Illinois $400M AUM 66.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

Spear Advisors East Hampton, New York $230M AUM 127.01% 1-Year Est. Return

Next Level Wealth Planning's APLD Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Applied Digital (APLD) in Q3 2026: 100 shares worth $2.44K. The stake represents ﹤0.01% of the portfolio and ranks #442 among its holdings.

228 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

Next Level Wealth Planning held 100 shares of Applied Digital worth $2.44K as of Q3 2026.
Applied Digital was a new Next Level Wealth Planning position in Q3 2026.
Applied Digital made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #442 holding.
228 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.