Visionary Wealth Advisors
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Visionary Wealth Advisors’s Applied Digital APLD Stock Holding History

Visionary Wealth 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
Q3 		$305K Buy
12,497
+521
+4% +$14.6K 0.01% 554
2026
Q2 		$447K Sell
11,976
-756
-6% -$29.2K 0.02% 452
2026
Q1 		$302K Sell
12,732
-3,545
-22% -$111K 0.01% 519
2025
Q4 		$399K Buy
+16,277
New +$469K 0.02% 436

Other funds holding APLD

Equitec Proprietary Markets
Equitec Proprietary Markets Chicago, Illinois $400M AUM 66.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Thor Investment Management
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

Visionary Wealth Advisors's APLD Position: Q3 2026 in Review

Visionary Wealth Advisors increased its Applied Digital (APLD) stake by 4.4% in Q3 2026, buying an estimated $14.6K and bringing the position to 12,497 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #554.

Visionary Wealth Advisors first reported a position in APLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $447K in Q2 2026. 237 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

  • Visionary Wealth Advisors held 12,497 shares of Applied Digital worth $305K as of Q3 2026.
  • Visionary Wealth Advisors bought 521 Applied Digital shares in Q3 2026, an estimated $14.6K.
  • Applied Digital made up 0.01% of Visionary Wealth Advisors's portfolio in Q3 2026, its #554 holding.
  • Visionary Wealth Advisors first reported a position in Applied Digital in Q4 2025 and has held it in 4 quarters since.
  • Visionary Wealth Advisors's Applied Digital position peaked at $447K in Q2 2026.
  • 237 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.