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Leeward Financial Partners’s Applovin APP Stock Holding History

Leeward Financial Partners’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 		$5.57M Sell
10,807
-1,820
-14% -$878K 1.46% 21
2026
Q1 		$5.03M Buy
12,627
+5,990
+90% +$2.9M 1.49% 21
2025
Q4 		$4.47M Buy
6,637
+5,511
+489% +$3.47M 1.26% 26
2025
Q3 		$809K Buy
1,126
+131
+13% +$60.4K 0.23% 57
2025
Q2 		$348K Buy
+995
New +$323K 0.11% 74

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

Leeward Financial Partners's APP Position: Q2 2026 in Review

Leeward Financial Partners reduced its Applovin (APP) stake by 14% in Q2 2026, selling an estimated $878K and leaving 10,807 shares worth $5.57M. The position accounts for 1.46% of the portfolio, ranked #21.

Leeward Financial Partners first reported a position in APP in Q2 2025 and has held it in 5 quarters since. 1,447 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Leeward Financial Partners held 10,807 shares of Applovin worth $5.57M as of Q2 2026.
  • Leeward Financial Partners sold 1,820 Applovin shares in Q2 2026, an estimated $878K.
  • Applovin made up 1.46% of Leeward Financial Partners's portfolio in Q2 2026, its #21 holding.
  • Leeward Financial Partners first reported a position in Applovin in Q2 2025 and has held it in 5 quarters since.
  • 1,447 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.