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Shelton Wealth Management’s Applied Digital APLD Stock Holding History

Shelton Wealth 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
Q2 		$112K Buy
+3,000
New +$116K 0.04% 133

Other funds holding APLD

EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
WMA
Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Shelton Wealth Management's APLD Position: Q2 2026 in Review

Shelton Wealth Management reduced its Applied Digital (APLD) stake by 5.9% in Q2 2026, selling an estimated $23.3K and leaving 9,591 shares worth $358K. The position accounts for 0.14% of the portfolio, ranked #103.

Shelton Wealth Management first reported a position in APLD in Q3 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Shelton Wealth Management held 9,591 shares of Applied Digital worth $358K as of Q2 2026.
  • Shelton Wealth Management sold 604 Applied Digital shares in Q2 2026, an estimated $23.3K.
  • Applied Digital made up 0.14% of Shelton Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Shelton Wealth Management first reported a position in Applied Digital in Q3 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.