NWF Advisory Services
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NWF Advisory Services’s Applied Digital APLD Stock Holding History

NWF Advisory Services’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 		– Sell
-13,640
Closed -$509K – 444
2026
Q2 		$509K Sell
13,640
-500
-4% -$19.3K 0.05% 224
2026
Q1 		$336K Sell
14,140
-3,020
-18% -$94.5K 0.04% 278
2025
Q4 		$421K Buy
17,160
+4,730
+38% +$136K 0.05% 226
2025
Q3 		$285K Buy
+12,430
New +$184K 0.03% 305

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DCM
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Royal Fund Management
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Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

NWF Advisory Services's APLD Position: Q3 2026 in Review

NWF Advisory Services sold out of Applied Digital (APLD) in Q3 2026, closing a stake of 13,640 shares — an estimated $509K sold.

NWF Advisory Services first reported a position in APLD in Q3 2025 and held it in 4 quarters. The position peaked at $509K in Q2 2026. 94 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

  • NWF Advisory Services reported no remaining Applied Digital position as of Q3 2026 after selling out during the quarter.
  • NWF Advisory Services sold 13,640 Applied Digital shares in Q3 2026, an estimated $509K.
  • NWF Advisory Services first reported a position in Applied Digital in Q3 2025 and held it in 4 quarters.
  • NWF Advisory Services's Applied Digital position peaked at $509K in Q2 2026.
  • 94 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.