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 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 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

Braun Stacey Associates's APP Position: Q1 2026 in Review

Braun Stacey Associates reduced its Applovin (APP) stake by 13% in Q1 2026, selling an estimated $5.48M and leaving 75,433 shares worth $30M. The position accounts for 1% of the portfolio, ranked #34.

Braun Stacey Associates first reported a position in APP in Q1 2024 and has held it in 9 quarters since. The position peaked at $91.1M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

Braun Stacey Associates held 75,433 shares of Applovin worth $30M as of Q1 2026.
Braun Stacey Associates sold 11,337 Applovin shares in Q1 2026, an estimated $5.48M.
Applovin made up 1% of Braun Stacey Associates's portfolio in Q1 2026, its #34 holding.
Braun Stacey Associates first reported a position in Applovin in Q1 2024 and has held it in 9 quarters since.
Braun Stacey Associates's Applovin position peaked at $91.1M in Q3 2025.
1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.