Boit C.F. David’s Applovin APP Stock Holding History

Boit C.F. David’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	$515K	Hold	1,000	–	–	0.22%	63
2026 Q1	$398K	Hold	1,000	–	–	0.18%	69
2025 Q4	$648K	Hold	1,000	–	–	0.28%	54
2025 Q3	$719K	Hold	1,000	–	–	0.33%	53
2025 Q2	$350K	Hold	1,000	–	–	0.17%	74
2025 Q1	$265K	Hold	1,000	–	–	0.13%	79
2024 Q4	$324K	Hold	1,000	–	–	0.13%	75
2024 Q3	$131K	Hold	1,000	–	–	0.07%	93
2024 Q2	$83.2K	Hold	1,000	–	–	0.04%	108
2024 Q1	$69.7K	Hold	1,000	–	–	0.04%	104
2023 Q4	$38.2K	Hold	1,000	–	–	0.02%	116
2023 Q3	$40.8K	Hold	1,000	–	–	0.03%	92
2023 Q2	$25.7K	Hold	1,000	–	–	0.02%	101
2023 Q1	$16.8K	Hold	1,000	–	–	0.01%	105
2022 Q4	$10.5K	Hold	1,000	–	–	0.01%	105
2022 Q3	$19K	Buy	+1,000	New	+$29.9K	0.02%	101
2022 Q1	$55K	Hold	1,000	–	–	0.04%	94
2021 Q4	$94K	Hold	1,000	–	–	0.06%	90
2021 Q3	$75K	Buy	+1,000	New	+$68K	0.05%	94

Other funds holding APP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boit C.F. David's APP Position: Q2 2026 in Review

Boit C.F. David held its Applovin (APP) position steady in Q2 2026 at 1,000 shares worth $515K. The position accounts for 0.22% of the portfolio, ranked #63.

Boit C.F. David first reported a position in APP in Q3 2021 and has held it in 19 quarters since. The position peaked at $719K in Q3 2025. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Boit C.F. David held 1,000 shares of Applovin worth $515K as of Q2 2026.
Boit C.F. David left its Applovin share count unchanged in Q2 2026.
Applovin made up 0.22% of Boit C.F. David's portfolio in Q2 2026, its #63 holding.
Boit C.F. David first reported a position in Applovin in Q3 2021 and has held it in 19 quarters since.
Boit C.F. David's Applovin position peaked at $719K in Q3 2025.
1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.