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Advisors Capital Management’s Applovin APP Stock Holding History

Advisors Capital Management’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.32M Sell
8,375
-1,695
-17% -$818K 0.05% 235
2026
Q1 		$4.01M Sell
10,070
-1,834
-15% -$886K 0.05% 228
2025
Q4 		$8.02M Buy
11,904
+60
+0.5% +$37.8K 0.09% 180
2025
Q3 		$8.51M Buy
11,844
+122
+1% +$56.3K 0.11% 174
2025
Q2 		$4.1M Sell
11,722
-1,009
-8% -$327K 0.06% 209
2025
Q1 		$3.37M Buy
+12,731
New +$4.39M 0.05% 222

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisors Capital Management's APP Position: Q2 2026 in Review

Advisors Capital Management reduced its Applovin (APP) stake by 17% in Q2 2026, selling an estimated $818K and leaving 8,375 shares worth $4.32M. The position accounts for 0.05% of the portfolio, ranked #235.

Advisors Capital Management first reported a position in APP in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.51M in Q3 2025. 1,451 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Advisors Capital Management held 8,375 shares of Applovin worth $4.32M as of Q2 2026.
  • Advisors Capital Management sold 1,695 Applovin shares in Q2 2026, an estimated $818K.
  • Applovin made up 0.05% of Advisors Capital Management's portfolio in Q2 2026, its #235 holding.
  • Advisors Capital Management first reported a position in Applovin in Q1 2025 and has held it in 6 quarters since.
  • Advisors Capital Management's Applovin position peaked at $8.51M in Q3 2025.
  • 1,451 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.