Private Wealth Asset Management
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Private Wealth Asset Management’s Applied Digital APLD Stock Holding History

Private Wealth Asset 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 		– Sell
-5,000
Closed -$186K – 716
2026
Q2 		$186K Hold
5,000
– – 0.02% 270
2026
Q1 		$119K Hold
5,000
– – 0.01% 308
2025
Q4 		$123K Hold
5,000
– – 0.01% 306
2025
Q3 		$115K Hold
5,000
– – 0.01% 293
2025
Q2 		$50.4K Hold
5,000
– – 0.01% 400
2025
Q1 		$28.1K Buy
+5,000
New +$39.3K ﹤0.01% 455

Other funds holding APLD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Equitec Proprietary Markets
Equitec Proprietary Markets Chicago, Illinois $400M AUM 66.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.81B AUM 16.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Private Wealth Asset Management's APLD Position: Q3 2026 in Review

Private Wealth Asset Management sold out of Applied Digital (APLD) in Q3 2026, closing a stake of 5,000 shares — an estimated $186K sold.

Private Wealth Asset Management first reported a position in APLD in Q1 2025 and held it in 6 quarters. The position peaked at $186K in Q2 2026. 402 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

  • Private Wealth Asset Management reported no remaining Applied Digital position as of Q3 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 5,000 Applied Digital shares in Q3 2026, an estimated $186K.
  • Private Wealth Asset Management first reported a position in Applied Digital in Q1 2025 and held it in 6 quarters.
  • Private Wealth Asset Management's Applied Digital position peaked at $186K in Q2 2026.
  • 402 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on Private Wealth Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.