SWM
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Shelton Wealth Management’s Applovin APP Stock Holding History

Shelton 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 		$2.37M Sell
4,609
-1,121
-20% -$541K 0.93% 26
2026
Q1 		$2.28M Sell
5,730
-273
-5% -$132K 1% 24
2025
Q4 		$4.04M Buy
6,003
+383
+7% +$241K 1.73% 13
2025
Q3 		$4.04M Buy
5,620
+235
+4% +$108K 1.83% 13
2025
Q2 		$1.89M Sell
5,385
-39
-0.7% -$12.6K 0.91% 27
2025
Q1 		$1.44M Sell
5,424
-597
-10% -$206K 0.78% 31
2024
Q4 		$1.95M Sell
6,021
-10,158
-63% -$2.57M 1.01% 22
2024
Q3 		$2.11M Buy
16,179
+2,670
+20% +$244K 1.15% 22
2024
Q2 		$1.12M Buy
+13,509
New +$1.05M 0.64% 40

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

Shelton Wealth Management's APP Position: Q2 2026 in Review

Shelton Wealth Management reduced its Applovin (APP) stake by 20% in Q2 2026, selling an estimated $541K and leaving 4,609 shares worth $2.37M. The position accounts for 0.93% of the portfolio, ranked #26.

Shelton Wealth Management first reported a position in APP in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.04M in Q4 2025. 1,451 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Shelton Wealth Management held 4,609 shares of Applovin worth $2.37M as of Q2 2026.
  • Shelton Wealth Management sold 1,121 Applovin shares in Q2 2026, an estimated $541K.
  • Applovin made up 0.93% of Shelton Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Shelton Wealth Management first reported a position in Applovin in Q2 2024 and has held it in 9 quarters since.
  • Shelton Wealth Management's Applovin position peaked at $4.04M in Q4 2025.
  • 1,451 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

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