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Kesler Norman & Wride’s Applovin APP Stock Holding History

Kesler Norman & Wride’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 		$772K Sell
1,499
-1,328
-47% -$641K 0.12% 164
2026
Q1 		$1.12M Buy
2,827
+203
+8% +$98.1K 0.19% 117
2025
Q4 		$1.77M Buy
+2,624
New +$1.65M 0.3% 74
2025
Q3 		– Sell
-3,085
Closed -$1.08M – 221
2025
Q2 		$1.08M Buy
3,085
+723
+31% +$234K 0.19% 114
2025
Q1 		$626K Buy
+2,362
New +$814K 0.12% 171

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kesler Norman & Wride's APP Position: Q2 2026 in Review

Kesler Norman & Wride reduced its Applovin (APP) stake by 47% in Q2 2026, selling an estimated $641K and leaving 1,499 shares worth $772K. The position accounts for 0.12% of the portfolio, ranked #164.

Kesler Norman & Wride first reported a position in APP in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.77M in Q4 2025. 1,451 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Kesler Norman & Wride held 1,499 shares of Applovin worth $772K as of Q2 2026.
  • Kesler Norman & Wride sold 1,328 Applovin shares in Q2 2026, an estimated $641K.
  • Applovin made up 0.12% of Kesler Norman & Wride's portfolio in Q2 2026, its #164 holding.
  • Kesler Norman & Wride first reported a position in Applovin in Q1 2025 and has held it in 5 quarters since.
  • Kesler Norman & Wride's Applovin position peaked at $1.77M in Q4 2025.
  • 1,451 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.