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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
Q2 		$3.95M Buy
7,661
+260
+4% +$125K 0.56% 55
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 $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

Strategic Global Advisors's APP Position: Q2 2026 in Review

Strategic Global Advisors increased its Applovin (APP) stake by 3.5% in Q2 2026, buying an estimated $125K and bringing the position to 7,661 shares worth $3.95M. The position accounts for 0.56% of the portfolio, ranked #55.

Strategic Global Advisors first reported a position in APP in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.2M in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Strategic Global Advisors held 7,661 shares of Applovin worth $3.95M as of Q2 2026.
  • Strategic Global Advisors bought 260 Applovin shares in Q2 2026, an estimated $125K.
  • Applovin made up 0.56% of Strategic Global Advisors's portfolio in Q2 2026, its #55 holding.
  • Strategic Global Advisors first reported a position in Applovin in Q3 2023 and has held it in 12 quarters since.
  • Strategic Global Advisors's Applovin position peaked at $11.2M in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Strategic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.