Morgan Stanley
APP icon

Morgan Stanley’s Applovin APP Stock Holding History

Morgan Stanley’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 		$2.98B Buy
5,791,247
+186,406
+3% +$90M 0.16% 104
2026
Q1 		$2.23B Buy
5,604,841
+43,195
+0.8% +$20.9M 0.13% 130
2025
Q4 		$3.75B Buy
5,561,646
+538,806
+11% +$340M 0.22% 78
2025
Q3 		$3.61B Sell
5,022,840
-141,218
-3% -$65.1M 0.22% 79
2025
Q2 		$1.81B Sell
5,164,058
-403,225
-7% -$131M 0.12% 155
2025
Q1 		$1.48B Buy
5,567,283
+2,180,194
+64% +$751M 0.11% 175
2024
Q4 		$1.1B Buy
3,387,089
+1,021,615
+43% +$258M 0.08% 226
2024
Q3 		$309M Sell
2,365,474
-99,163
-4% -$9.05M 0.02% 631
2024
Q2 		$205M Sell
2,464,637
-250,437
-9% -$19.4M 0.02% 793
2024
Q1 		$188M Buy
2,715,074
+414,486
+18% +$21.9M 0.02% 828
2023
Q4 		$91.7M Buy
2,300,588
+404,012
+21% +$15.8M 0.01% 1216
2023
Q3 		$75.8M Buy
1,896,576
+48,892
+3% +$1.73M 0.01% 1250
2023
Q2 		$47.5M Sell
1,847,684
-42,677
-2% -$882K ﹤0.01% 1615
2023
Q1 		$29.8M Sell
1,890,361
-122,781
-6% -$1.61M ﹤0.01% 2016
2022
Q4 		$21.2M Buy
2,013,142
+1,089,935
+118% +$16M ﹤0.01% 2280
2022
Q3 		$18M Buy
923,207
+312,869
+51% +$9.35M ﹤0.01% 2303
2022
Q2 		$21M Buy
610,338
+195,423
+47% +$7.85M ﹤0.01% 2242
2022
Q1 		$22.9M Buy
414,915
+310,536
+298% +$19.8M ﹤0.01% 1975
2021
Q4 		$9.84M Buy
104,379
+42,552
+69% +$3.96M ﹤0.01% 2971
2021
Q3 		$4.47M Buy
61,827
+50,832
+462% +$3.46M ﹤0.01% 3847
2021
Q2 		$826K Buy
+10,995
New +$759K ﹤0.01% 5197

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley's APP Position: Q2 2026 in Review

Morgan Stanley increased its Applovin (APP) stake by 3.3% in Q2 2026, buying an estimated $90M and bringing the position to 5,791,247 shares worth $2.98B. The position accounts for 0.16% of the portfolio, ranked #104.

Morgan Stanley first reported a position in APP in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.75B in Q4 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Morgan Stanley held 5,791,247 shares of Applovin worth $2.98B as of Q2 2026.
  • Morgan Stanley bought 186,406 Applovin shares in Q2 2026, an estimated $90M.
  • Applovin made up 0.16% of Morgan Stanley's portfolio in Q2 2026, its #104 holding.
  • Morgan Stanley first reported a position in Applovin in Q2 2021 and has held it in 21 quarters since.
  • Morgan Stanley's Applovin position peaked at $3.75B in Q4 2025.
  • 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.