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SHP Wealth Management’s Applied Digital APLD Stock Holding History

SHP 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
Q1 		$19K Buy
800
+150
+23% +$4.7K ﹤0.01% 737
2025
Q4 		$15.9K Buy
+650
New +$18.7K ﹤0.01% 732

Other funds holding APLD

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SHP Wealth Management's APLD Position: Q1 2026 in Review

SHP Wealth Management increased its Applied Digital (APLD) stake by 23% in Q1 2026, buying an estimated $4.7K and bringing the position to 800 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

SHP Wealth Management first reported a position in APLD in Q4 2025 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

  • SHP Wealth Management held 800 shares of Applied Digital worth $19K as of Q1 2026.
  • SHP Wealth Management bought 150 Applied Digital shares in Q1 2026, an estimated $4.7K.
  • Applied Digital made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #737 holding.
  • SHP Wealth Management first reported a position in Applied Digital in Q4 2025 and has held it in 2 quarters since.
  • 458 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.