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Wealth Management Associates’s Applied Digital APLD Stock Holding History

Wealth Management Associates’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 		$3.64M Sell
97,475
-35
-0% -$1.35K 1% 22
2026
Q1 		$2.31M Buy
97,510
+2,200
+2% +$68.9K 0.8% 31
2025
Q4 		$2.34M Buy
95,310
+650
+0.7% +$18.7K 0.81% 31
2025
Q3 		$2.17M Buy
94,660
+100
+0.1% +$1.48K 0.77% 33
2025
Q2 		$952K Sell
94,560
-1,100
-1% -$8.11K 0.37% 58
2025
Q1 		$538K Buy
95,660
+19,450
+26% +$153K 0.23% 83
2024
Q4 		$582K Buy
+76,210
New +$633K 0.25% 78

Other funds holding APLD

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

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

Wealth Management Associates reduced its Applied Digital (APLD) stake by 0.04% in Q2 2026, selling an estimated $1.35K and leaving 97,475 shares worth $3.64M. The position accounts for 1% of the portfolio, ranked #22.

Wealth Management Associates first reported a position in APLD in Q4 2024 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Wealth Management Associates held 97,475 shares of Applied Digital worth $3.64M as of Q2 2026.
  • Wealth Management Associates sold 35 Applied Digital shares in Q2 2026, an estimated $1.35K.
  • Applied Digital made up 1% of Wealth Management Associates's portfolio in Q2 2026, its #22 holding.
  • Wealth Management Associates first reported a position in Applied Digital in Q4 2024 and has held it in 7 quarters since.
  • 566 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.