Cumberland Partners’s Applovin APP Stock Holding History

Cumberland Partners’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	$2.83M	Hold	5,500	–	–	0.18%	77
2026 Q1	$2.19M	Sell	5,500 -500	-8%	-$242K	0.17%	87
2025 Q4	$4.04M	Buy	6,000 +2,000	+50%	+$1.26M	0.25%	81
2025 Q3	$2.87M	Hold	4,000	–	–	0.19%	86
2025 Q2	$1.4M	Sell	4,000 -1,000	-20%	-$324K	0.1%	117
2025 Q1	$1.32M	Sell	5,000 -1,500	-23%	-$517K	0.1%	119
2024 Q4	$2.1M	Sell	6,500 -12,500	-66%	-$3.16M	0.15%	100
2024 Q3	$2.48M	Sell	19,000 -3,000	-14%	-$274K	0.17%	85
2024 Q2	$1.83M	Buy	22,000 +6,000	+38%	+$466K	0.13%	96
2024 Q1	$1.11M	Buy	+16,000	New	+$847K	0.08%	120

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

Cumberland Partners's APP Position: Q2 2026 in Review

Cumberland Partners held its Applovin (APP) position steady in Q2 2026 at 5,500 shares worth $2.83M. The position accounts for 0.18% of the portfolio, ranked #77.

Cumberland Partners first reported a position in APP in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.04M in Q4 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

Cumberland Partners held 5,500 shares of Applovin worth $2.83M as of Q2 2026.
Cumberland Partners left its Applovin share count unchanged in Q2 2026.
Applovin made up 0.18% of Cumberland Partners's portfolio in Q2 2026, its #77 holding.
Cumberland Partners first reported a position in Applovin in Q1 2024 and has held it in 10 quarters since.
Cumberland Partners's Applovin position peaked at $4.04M in Q4 2025.
1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.