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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
2025
Q4 		– Sell
-500
Closed -$359K – 841
2025
Q3 		$359K Buy
+500
New +$231K 0.01% 549

Other funds holding APP

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 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. 627 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.
  • 627 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.