HWA
APP icon

Heritage Wealth Advisors’s Applovin APP Stock Holding History

Heritage Wealth 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 		$13.2K Sell
33
-13
-28% -$6.28K ﹤0.01% 498
2025
Q4 		$30.7K Sell
46
-3
-6% -$1.89K ﹤0.01% 360
2025
Q3 		$34.9K Buy
49
+10
+26% +$4.61K ﹤0.01% 331
2025
Q2 		$13.7K Hold
39
– – ﹤0.01% 407
2025
Q1 		$10.4K Buy
+39
New +$13.4K ﹤0.01% 419
2023
Q4 		– Sell
-100
Closed -$4K – 566
2023
Q3 		$4K Hold
100
– – ﹤0.01% 443
2023
Q2 		$2.57K Hold
100
– – ﹤0.01% 494
2023
Q1 		$1.57K Hold
100
– – ﹤0.01% 523
2022
Q4 		$1.05K Hold
100
– – ﹤0.01% 521
2022
Q3 		$1.95K Hold
100
– – ﹤0.01% 482
2022
Q2 		$3K Hold
100
– – ﹤0.01% 506
2022
Q1 		$6K Hold
100
– – ﹤0.01% 462
2021
Q4 		$9K Hold
100
– – ﹤0.01% 455
2021
Q3 		$7.24K Hold
100
– – ﹤0.01% 453
2021
Q2 		$7.52K Buy
+100
New +$6.91K ﹤0.01% 461

Other funds holding APP

BlackRock
BlackRock New York $5.7T 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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return