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Belpointe Asset Management’s Applovin APP Stock Holding History

Belpointe Asset 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 		$2.09M Buy
4,063
+805
+25% +$389K 0.07% 266
2026
Q1 		$1.3M Sell
3,258
-73
-2% -$35.3K 0.05% 359
2025
Q4 		$2.24M Sell
3,331
-144
-4% -$90.7K 0.08% 204
2025
Q3 		$2.5M Buy
3,475
+461
+15% +$213K 0.1% 181
2025
Q2 		$1.06M Sell
3,014
-2,110
-41% -$684K 0.04% 342
2025
Q1 		$1.36M Sell
5,124
-3,792
-43% -$1.31M 0.07% 266
2024
Q4 		$828K Sell
8,916
-225
-2% -$56.9K 0.05% 365
2024
Q3 		$1.19M Buy
9,141
+6,324
+224% +$577K 0.07% 271
2024
Q2 		$234K Sell
2,817
-2,891
-51% -$224K 0.02% 672
2024
Q1 		$395K Buy
+5,708
New +$302K 0.03% 500
2023
Q1 		– Sell
-810
Closed -$8.53K – 3727
2022
Q4 		$8.53K Buy
+810
New +$11.9K ﹤0.01% 2704

Other funds holding APP

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Belpointe Asset Management's APP Position: Q2 2026 in Review

Belpointe Asset Management increased its Applovin (APP) stake by 25% in Q2 2026, buying an estimated $389K and bringing the position to 4,063 shares worth $2.09M. The position accounts for 0.07% of the portfolio, ranked #266.

Belpointe Asset Management first reported a position in APP in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.5M in Q3 2025. 566 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Belpointe Asset Management held 4,063 shares of Applovin worth $2.09M as of Q2 2026.
  • Belpointe Asset Management bought 805 Applovin shares in Q2 2026, an estimated $389K.
  • Applovin made up 0.07% of Belpointe Asset Management's portfolio in Q2 2026, its #266 holding.
  • Belpointe Asset Management first reported a position in Applovin in Q4 2022 and has held it in 11 quarters since.
  • Belpointe Asset Management's Applovin position peaked at $2.5M in Q3 2025.
  • 566 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.