AWM
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Axxcess Wealth Management’s Applovin APP Stock Holding History

Axxcess Wealth 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 		– Sell
-2,101
Closed -$836K – 1052
2026
Q1 		$836K Sell
2,101
-6,263
-75% -$3.03M 0.03% 252
2025
Q4 		$5.64M Sell
8,364
-3,150
-27% -$1.98M 0.1% 188
2025
Q3 		$8.27M Buy
11,514
+1,973
+21% +$910K 0.18% 107
2025
Q2 		$3.34M Sell
9,541
-1,102
-10% -$357K 0.08% 198
2025
Q1 		$2.82M Buy
10,643
+4,949
+87% +$1.71M 0.07% 205
2024
Q4 		$1.84M Buy
5,694
+1,316
+30% +$333K 0.04% 294
2024
Q3 		$572K Buy
+4,378
New +$399K 0.01% 519

Other funds holding APP

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Axxcess Wealth Management's APP Position: Q2 2026 in Review

Axxcess Wealth Management sold out of Applovin (APP) in Q2 2026, closing a stake of 2,101 shares — an estimated $836K sold.

Axxcess Wealth Management first reported a position in APP in Q3 2024 and held it in 7 quarters. The position peaked at $8.27M in Q3 2025. 627 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Axxcess Wealth Management reported no remaining Applovin position as of Q2 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,101 Applovin shares in Q2 2026, an estimated $836K.
  • Axxcess Wealth Management first reported a position in Applovin in Q3 2024 and held it in 7 quarters.
  • Axxcess Wealth Management's Applovin position peaked at $8.27M in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.