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Strategic Global Advisors’s Applovin APP Stock Holding History

Strategic Global Advisors’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
Q1 		$2.95M Sell
7,401
-100
-1% -$48.3K 0.47% 65
2025
Q4 		$5.05M Sell
7,501
-8,024
-52% -$5.06M 0.78% 42
2025
Q3 		$11.2M Sell
15,525
-258
-2% -$119K 1.69% 15
2025
Q2 		$5.53M Buy
15,783
+985
+7% +$319K 0.9% 37
2025
Q1 		$3.92M Sell
14,798
-490
-3% -$169K 0.78% 43
2024
Q4 		$4.95M Sell
15,288
-7,965
-34% -$2.01M 0.91% 31
2024
Q3 		$3.04M Sell
23,253
-194
-0.8% -$17.7K 0.6% 57
2024
Q2 		$1.95M Buy
23,447
+457
+2% +$35.5K 0.41% 73
2024
Q1 		$1.59M Sell
22,990
-648
-3% -$34.3K 0.34% 82
2023
Q4 		$942K Sell
23,638
-16,065
-40% -$630K 0.22% 115
2023
Q3 		$1.59M Buy
+39,703
New +$1.41M 0.26% 103

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strategic Global Advisors's APP Position: Q1 2026 in Review

Strategic Global Advisors reduced its Applovin (APP) stake by 1.3% in Q1 2026, selling an estimated $48.3K and leaving 7,401 shares worth $2.95M. The position accounts for 0.47% of the portfolio, ranked #65.

Strategic Global Advisors first reported a position in APP in Q3 2023 and has held it in 11 quarters since. The position peaked at $11.2M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Strategic Global Advisors held 7,401 shares of Applovin worth $2.95M as of Q1 2026.
  • Strategic Global Advisors sold 100 Applovin shares in Q1 2026, an estimated $48.3K.
  • Applovin made up 0.47% of Strategic Global Advisors's portfolio in Q1 2026, its #65 holding.
  • Strategic Global Advisors first reported a position in Applovin in Q3 2023 and has held it in 11 quarters since.
  • Strategic Global Advisors's Applovin position peaked at $11.2M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.