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Shell Asset Management’s Applovin APP Stock Holding History

Shell Asset 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
2025
Q3 		$2.3M Sell
3,202
-3,719
-54% -$1.71M 0.23% 93
2025
Q2 		$2.42M Buy
6,921
+1,326
+24% +$430K 0.08% 229
2025
Q1 		$1.48M Sell
5,595
-1,317
-19% -$454K 0.07% 236
2024
Q4 		$2.24M Buy
6,912
+2,463
+55% +$623K 0.1% 187
2024
Q3 		$581K Buy
+4,449
New +$406K 0.03% 438
2024
Q1 		$493K Buy
5,929
+2,197
+59% +$116K 0.02% 476
2023
Q4 		$149K Sell
3,732
-1,120
-23% -$43.9K 0.01% 954
2023
Q3 		$194K Sell
4,852
-75
-2% -$2.66K 0.01% 914
2023
Q2 		$127K Buy
+4,927
New +$102K 0.01% 1065

Other funds holding APP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shell Asset Management's APP Position: Q3 2025 in Review

Shell Asset Management reduced its Applovin (APP) stake by 54% in Q3 2025, selling an estimated $1.71M and leaving 3,202 shares worth $2.3M. The position accounts for 0.23% of the portfolio, ranked #93.

Shell Asset Management first reported a position in APP in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.42M in Q2 2025. 1,452 funds tracked by Wall St. Rank hold APP as of Q3 2025.

  • Shell Asset Management held 3,202 shares of Applovin worth $2.3M as of Q3 2025.
  • Shell Asset Management sold 3,719 Applovin shares in Q3 2025, an estimated $1.71M.
  • Applovin made up 0.23% of Shell Asset Management's portfolio in Q3 2025, its #93 holding.
  • Shell Asset Management first reported a position in Applovin in Q2 2023 and has held it in 9 quarters since.
  • Shell Asset Management's Applovin position peaked at $2.42M in Q2 2025.
  • 1,452 funds tracked by Wall St. Rank held Applovin as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.