SSWM
APP icon

Sheets Smith Wealth Management’s Applovin APP Stock Holding History

Sheets Smith Wealth Management’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 		$688K Sell
1,335
-2
-0.1% -$965 0.07% 261
2026
Q1 		$532K Sell
1,337
-1,046
-44% -$506K 0.06% 277
2025
Q4 		$1.61M Buy
2,383
+11
+0.5% +$6.93K 0.18% 120
2025
Q3 		$1.7M Sell
2,372
-2
-0.1% -$922 0.19% 114
2025
Q2 		$831K Buy
2,374
+1
+0% +$324 0.1% 198
2025
Q1 		$629K Sell
2,373
-1,953
-45% -$673K 0.08% 215
2024
Q4 		$1.4M Sell
4,326
-535
-11% -$135K 0.17% 121
2024
Q3 		$635K Sell
4,861
-5
-0.1% -$456 0.08% 213
2024
Q2 		$405K Buy
+4,866
New +$378K 0.05% 275

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

Sheets Smith Wealth Management's APP Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Applovin (APP) stake by 0.15% in Q2 2026, selling an estimated $965 and leaving 1,335 shares worth $688K. The position accounts for 0.07% of the portfolio, ranked #261.

Sheets Smith Wealth Management first reported a position in APP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.7M in Q3 2025. 1,457 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Sheets Smith Wealth Management held 1,335 shares of Applovin worth $688K as of Q2 2026.
  • Sheets Smith Wealth Management sold 2 Applovin shares in Q2 2026, an estimated $965.
  • Applovin made up 0.07% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #261 holding.
  • Sheets Smith Wealth Management first reported a position in Applovin in Q2 2024 and has held it in 9 quarters since.
  • Sheets Smith Wealth Management's Applovin position peaked at $1.7M in Q3 2025.
  • 1,457 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.