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Frank Rimerman Advisors’s Applovin APP Stock Holding History

Frank Rimerman Advisors’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 		$1.18M Sell
2,971
-362
-11% -$175K 0.08% 209
2025
Q4 		$2.25M Buy
3,333
+1,076
+48% +$678K 0.14% 116
2025
Q3 		$1.62M Buy
2,257
+179
+9% +$82.5K 0.1% 148
2025
Q2 		$727K Buy
2,078
+452
+28% +$147K 0.05% 273
2025
Q1 		$431K Buy
1,626
+333
+26% +$115K 0.03% 345
2024
Q4 		$419K Buy
+1,293
New +$327K 0.03% 344

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Frank Rimerman Advisors's APP Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Applovin (APP) stake by 11% in Q1 2026, selling an estimated $175K and leaving 2,971 shares worth $1.18M. The position accounts for 0.08% of the portfolio, ranked #209.

Frank Rimerman Advisors first reported a position in APP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.25M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Frank Rimerman Advisors held 2,971 shares of Applovin worth $1.18M as of Q1 2026.
  • Frank Rimerman Advisors sold 362 Applovin shares in Q1 2026, an estimated $175K.
  • Applovin made up 0.08% of Frank Rimerman Advisors's portfolio in Q1 2026, its #209 holding.
  • Frank Rimerman Advisors first reported a position in Applovin in Q4 2024 and has held it in 6 quarters since.
  • Frank Rimerman Advisors's Applovin position peaked at $2.25M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.