TA
APLD icon

TrueWealth Advisors’s Applied Digital APLD Stock Holding History

TrueWealth 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
Q2 		$381K Buy
+10,215
New +$394K 0.09% 171

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
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TrueWealth Advisors's APLD Position: Q2 2026 in Review

TrueWealth Advisors opened a new position in Applied Digital (APLD) in Q2 2026: 10,215 shares worth $381K. The stake represents 0.09% of the portfolio and ranks #171 among its holdings.

170 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • TrueWealth Advisors held 10,215 shares of Applied Digital worth $381K as of Q2 2026.
  • Applied Digital was a new TrueWealth Advisors position in Q2 2026.
  • Applied Digital made up 0.09% of TrueWealth Advisors's portfolio in Q2 2026, its #171 holding.
  • 170 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.