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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boit C.F. David's APP Position: Q1 2026 in Review

Boit C.F. David held its Applovin (APP) position steady in Q1 2026 at 1,000 shares worth $398K. The position accounts for 0.18% of the portfolio, ranked #69.

Boit C.F. David first reported a position in APP in Q3 2021 and has held it in 18 quarters since. The position peaked at $719K in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Boit C.F. David held 1,000 shares of Applovin worth $398K as of Q1 2026.
Boit C.F. David left its Applovin share count unchanged in Q1 2026.
Applovin made up 0.18% of Boit C.F. David's portfolio in Q1 2026, its #69 holding.
Boit C.F. David first reported a position in Applovin in Q3 2021 and has held it in 18 quarters since.
Boit C.F. David's Applovin position peaked at $719K in Q3 2025.
1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.