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Valeo Financial Advisors’s Applovin APP Stock Holding History

Valeo Financial 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 		$1.12M Buy
2,176
+1,503
+223% +$725K 0.02% 286
2026
Q1 		$268K Sell
673
-702
-51% -$339K 0.01% 594
2025
Q4 		$927K Buy
1,375
+806
+142% +$508K 0.02% 317
2025
Q3 		$409K Buy
569
+7
+1% +$3.23K 0.01% 509
2025
Q2 		$197K Sell
562
-8,523
-94% -$2.76M ﹤0.01% 716
2025
Q1 		$2.41M Buy
+9,085
New +$3.13M 0.07% 131

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

Valeo Financial Advisors's APP Position: Q2 2026 in Review

Valeo Financial Advisors increased its Applovin (APP) stake by 223% in Q2 2026, buying an estimated $725K and bringing the position to 2,176 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #286.

Valeo Financial Advisors first reported a position in APP in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.41M in Q1 2025. 1,451 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Valeo Financial Advisors held 2,176 shares of Applovin worth $1.12M as of Q2 2026.
  • Valeo Financial Advisors bought 1,503 Applovin shares in Q2 2026, an estimated $725K.
  • Applovin made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #286 holding.
  • Valeo Financial Advisors first reported a position in Applovin in Q1 2025 and has held it in 6 quarters since.
  • Valeo Financial Advisors's Applovin position peaked at $2.41M in Q1 2025.
  • 1,451 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.