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 Q3	$383K	Sell	1,320 -15	-1%	-$5.52K	0.04%	319
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

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

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

Sheets Smith Wealth Management's APP Position: Q3 2026 in Review

Sheets Smith Wealth Management reduced its Applovin (APP) stake by 1.1% in Q3 2026, selling an estimated $5.52K and leaving 1,320 shares worth $383K. The position accounts for 0.04% of the portfolio, ranked #319.

Sheets Smith Wealth Management first reported a position in APP in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.7M in Q3 2025. 132 funds tracked by Wall St. Rank hold APP as of Q3 2026.

Sheets Smith Wealth Management held 1,320 shares of Applovin worth $383K as of Q3 2026.
Sheets Smith Wealth Management sold 15 Applovin shares in Q3 2026, an estimated $5.52K.
Applovin made up 0.04% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #319 holding.
Sheets Smith Wealth Management first reported a position in Applovin in Q2 2024 and has held it in 10 quarters since.
Sheets Smith Wealth Management's Applovin position peaked at $1.7M in Q3 2025.
132 funds tracked by Wall St. Rank held Applovin as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.