CWA Asset Management Group’s Applovin APP Stock Holding History

CWA Asset Management Group’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	$6.37M	Buy	12,362 +638	+5%	+$308K	0.19%	119
2026 Q1	$4.67M	Buy	11,724 +294	+3%	+$142K	0.16%	137
2025 Q4	$7.7M	Sell	11,430 -2,592	-18%	-$1.63M	0.28%	78
2025 Q3	$10.1M	Sell	14,022 -1,295	-8%	-$597K	0.37%	55
2025 Q2	$5.36M	Sell	15,317 -3,906	-20%	-$1.27M	0.23%	101
2025 Q1	$5.09M	Buy	19,223 +2,455	+15%	+$846K	0.24%	89
2024 Q4	$5.43M	Buy	16,768 +3,520	+27%	+$890K	0.27%	77
2024 Q3	$1.73M	Buy	+13,248	New	+$1.21M	0.09%	172

Other funds holding APP

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CWA Asset Management Group's APP Position: Q2 2026 in Review

CWA Asset Management Group increased its Applovin (APP) stake by 5.4% in Q2 2026, buying an estimated $308K and bringing the position to 12,362 shares worth $6.37M. The position accounts for 0.19% of the portfolio, ranked #119.

CWA Asset Management Group first reported a position in APP in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.1M in Q3 2025. 591 funds tracked by Wall St. Rank hold APP as of Q2 2026.

CWA Asset Management Group held 12,362 shares of Applovin worth $6.37M as of Q2 2026.
CWA Asset Management Group bought 638 Applovin shares in Q2 2026, an estimated $308K.
Applovin made up 0.19% of CWA Asset Management Group's portfolio in Q2 2026, its #119 holding.
CWA Asset Management Group first reported a position in Applovin in Q3 2024 and has held it in 8 quarters since.
CWA Asset Management Group's Applovin position peaked at $10.1M in Q3 2025.
591 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.