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 Q3	–	Sell	-30	Closed	-$15.4K	–	227
2026 Q2	$15.4K	Sell	30 -3	-9%	-$1.45K	﹤0.01%	483
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	–	565
2023 Q3	$4K	Hold	100	–	–	﹤0.01%	443
2023 Q2	$2.57K	Hold	100	–	–	﹤0.01%	494
2023 Q1	$1.58K	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	+$6.9K	﹤0.01%	461

Other funds holding APP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Heritage Wealth Advisors's APP Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of Applovin (APP) in Q3 2026, closing a stake of 30 shares — an estimated $15.4K sold.

Heritage Wealth Advisors first reported a position in APP in Q2 2021 and held it in 16 quarters. The position peaked at $34.9K in Q3 2025. 729 funds tracked by Wall St. Rank hold APP as of Q3 2026.

Heritage Wealth Advisors reported no remaining Applovin position as of Q3 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 30 Applovin shares in Q3 2026, an estimated $15.4K.
Heritage Wealth Advisors first reported a position in Applovin in Q2 2021 and held it in 16 quarters.
Heritage Wealth Advisors's Applovin position peaked at $34.9K in Q3 2025.
729 funds tracked by Wall St. Rank held Applovin as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.