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Braun Stacey Associates’s Applovin APP Stock Holding History

Braun Stacey Associates’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 		$39.1M Buy
75,836
+403
+0.5% +$194K 1.11% 25
2026
Q1 		$30M Sell
75,433
-11,337
-13% -$5.48M 1% 34
2025
Q4 		$58.5M Sell
86,770
-40,065
-32% -$25.2M 1.89% 9
2025
Q3 		$91.1M Sell
126,835
-8,011
-6% -$3.69M 2.99% 5
2025
Q2 		$47.2M Sell
134,846
-2,889
-2% -$937K 1.71% 11
2025
Q1 		$36.5M Sell
137,735
-47,135
-25% -$16.2M 1.49% 14
2024
Q4 		$59.9M Sell
184,870
-92,631
-33% -$23.4M 2.24% 7
2024
Q3 		$36.2M Buy
277,501
+11,121
+4% +$1.01M 1.38% 13
2024
Q2 		$22.2M Buy
266,380
+2,585
+1% +$201K 0.86% 46
2024
Q1 		$18.3M Buy
+263,795
New +$14M 0.72% 62

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

Braun Stacey Associates's APP Position: Q2 2026 in Review

Braun Stacey Associates increased its Applovin (APP) stake by 0.53% in Q2 2026, buying an estimated $194K and bringing the position to 75,836 shares worth $39.1M. The position accounts for 1.11% of the portfolio, ranked #25.

Braun Stacey Associates first reported a position in APP in Q1 2024 and has held it in 10 quarters since. The position peaked at $91.1M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Braun Stacey Associates held 75,836 shares of Applovin worth $39.1M as of Q2 2026.
  • Braun Stacey Associates bought 403 Applovin shares in Q2 2026, an estimated $194K.
  • Applovin made up 1.11% of Braun Stacey Associates's portfolio in Q2 2026, its #25 holding.
  • Braun Stacey Associates first reported a position in Applovin in Q1 2024 and has held it in 10 quarters since.
  • Braun Stacey Associates's Applovin position peaked at $91.1M in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Braun Stacey Associates's 13F filing for Q2 2026, filed 5 Aug 2026.