VFA
APLD icon

Valeo Financial Advisors’s Applied Digital APLD Stock Holding History

Valeo Financial 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
Q1 		– Sell
-2,000
Closed -$49K – 768
2025
Q4 		$49K Buy
+2,000
New +$57.6K ﹤0.01% 811

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Valeo Financial Advisors's APLD Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Applied Digital (APLD) stake by 0.83% in Q2 2026, selling an estimated $3.74K and leaving 11,570 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #494.

Valeo Financial Advisors first reported a position in APLD in Q3 2025 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Valeo Financial Advisors held 11,570 shares of Applied Digital worth $432K as of Q2 2026.
  • Valeo Financial Advisors sold 97 Applied Digital shares in Q2 2026, an estimated $3.74K.
  • Applied Digital made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #494 holding.
  • Valeo Financial Advisors first reported a position in Applied Digital in Q3 2025 and has held it in 4 quarters since.
  • 212 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

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