TD Asset Management
APP icon

TD Asset Management’s Applovin APP Stock Holding History

TD 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
2026
Q2 		$208M Sell
402,895
-44,913
-10% -$21.7M 0.18% 106
2026
Q1 		$178M Buy
447,808
+87,856
+24% +$42.5M 0.14% 131
2025
Q4 		$243M Sell
359,952
-86,075
-19% -$54.2M 0.2% 99
2025
Q3 		$320M Buy
446,027
+90,338
+25% +$41.7M 0.26% 81
2025
Q2 		$125M Buy
355,689
+155,807
+78% +$50.5M 0.11% 166
2025
Q1 		$53M Sell
199,882
-60,324
-23% -$20.8M 0.05% 311
2024
Q4 		$84.3M Buy
260,206
+94,501
+57% +$23.9M 0.07% 226
2024
Q3 		$21.2M Buy
165,705
+151,970
+1,106% +$13.9M 0.02% 501
2024
Q2 		$1.14M Buy
13,735
+793
+6% +$61.5K ﹤0.01% 1138
2024
Q1 		$896K Buy
+12,942
New +$685K ﹤0.01% 1187
2022
Q4 		– Sell
-14,322
Closed -$282K – 1448
2022
Q3 		$282K Buy
14,322
+514
+4% +$15.4K ﹤0.01% 1376
2022
Q2 		$476K Buy
13,808
+6,747
+96% +$271K ﹤0.01% 1299
2022
Q1 		$389K Sell
7,061
-2
-0% -$127 ﹤0.01% 1367
2021
Q4 		$666K Buy
+7,063
New +$658K ﹤0.01% 1350

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

TD Asset Management's APP Position: Q2 2026 in Review

TD Asset Management reduced its Applovin (APP) stake by 10% in Q2 2026, selling an estimated $21.7M and leaving 402,895 shares worth $208M. The position accounts for 0.18% of the portfolio, ranked #106.

TD Asset Management first reported a position in APP in Q4 2021 and has held it in 14 quarters since. The position peaked at $320M in Q3 2025. 1,163 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • TD Asset Management held 402,895 shares of Applovin worth $208M as of Q2 2026.
  • TD Asset Management sold 44,913 Applovin shares in Q2 2026, an estimated $21.7M.
  • Applovin made up 0.18% of TD Asset Management's portfolio in Q2 2026, its #106 holding.
  • TD Asset Management first reported a position in Applovin in Q4 2021 and has held it in 14 quarters since.
  • TD Asset Management's Applovin position peaked at $320M in Q3 2025.
  • 1,163 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.