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Whitaker-Myers Wealth Managers’s Applied Digital APLD Stock Holding History

Whitaker-Myers Wealth Managers’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 		$1.54M Buy
63,137
+13,783
+28% +$387K 0.25% 58
2026
Q2 		$1.84M Buy
+49,354
New +$1.9M 0.31% 56

Other funds holding APLD

TIM
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Whitaker-Myers Wealth Managers's APLD Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its Applied Digital (APLD) stake by 28% in Q3 2026, buying an estimated $387K and bringing the position to 63,137 shares worth $1.54M. The position accounts for 0.25% of the portfolio, ranked #58.

Whitaker-Myers Wealth Managers first reported a position in APLD in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.84M in Q2 2026. 39 funds tracked by Wall St. Rank hold APLD as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 63,137 shares of Applied Digital worth $1.54M as of Q3 2026.
  • Whitaker-Myers Wealth Managers bought 13,783 Applied Digital shares in Q3 2026, an estimated $387K.
  • Applied Digital made up 0.25% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #58 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Applied Digital in Q2 2026 and has held it in 2 quarters since.
  • Whitaker-Myers Wealth Managers's Applied Digital position peaked at $1.84M in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Applied Digital as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.