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Root Financial Partners’s Applied Digital APLD Stock Holding History

Root Financial Partners’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 		– Sell
-458
Closed -$10.9K – 571
2026
Q1 		$10.9K Sell
458
-1,776
-79% -$55.6K ﹤0.01% 1650
2025
Q4 		$54.8K Buy
2,234
+2,161
+2,960% +$62.2K ﹤0.01% 671
2025
Q3 		$1.68K Buy
+73
New +$1.08K ﹤0.01% 1982

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

Root Financial Partners's APLD Position: Q2 2026 in Review

Root Financial Partners sold out of Applied Digital (APLD) in Q2 2026, closing a stake of 458 shares — an estimated $10.9K sold.

Root Financial Partners first reported a position in APLD in Q3 2025 and held it in 3 quarters. The position peaked at $54.8K in Q4 2025. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Root Financial Partners reported no remaining Applied Digital position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 458 Applied Digital shares in Q2 2026, an estimated $10.9K.
  • Root Financial Partners first reported a position in Applied Digital in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Applied Digital position peaked at $54.8K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.