Physician Wealth Advisors
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Physician Wealth Advisors’s Applied Digital APLD Stock Holding History

Physician 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
Q3 		$34.3K Sell
1,406
-153
-10% -$4.29K ﹤0.01% 557
2026
Q2 		$58.1K Buy
1,559
+123
+9% +$4.75K 0.01% 402
2026
Q1 		$34.1K Sell
1,436
-16
-1% -$501 ﹤0.01% 489
2025
Q4 		$35.6K Buy
+1,452
New +$41.8K 0.01% 452

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

Physician Wealth Advisors's APLD Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Applied Digital (APLD) stake by 9.8% in Q3 2026, selling an estimated $4.29K and leaving 1,406 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Physician Wealth Advisors first reported a position in APLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $58.1K in Q2 2026. 137 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

  • Physician Wealth Advisors held 1,406 shares of Applied Digital worth $34.3K as of Q3 2026.
  • Physician Wealth Advisors sold 153 Applied Digital shares in Q3 2026, an estimated $4.29K.
  • Applied Digital made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #557 holding.
  • Physician Wealth Advisors first reported a position in Applied Digital in Q4 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Applied Digital position peaked at $58.1K in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.