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Willner & Heller’s Applovin APP Stock Holding History

Willner & Heller’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 		$968K Sell
1,878
-6
-0.3% -$2.9K 0.61% 47
2026
Q1 		$750K Buy
1,884
+380
+25% +$184K 0.56% 54
2025
Q4 		$1.01M Buy
1,504
+320
+27% +$202K 0.73% 35
2025
Q3 		$851K Buy
1,184
+578
+95% +$267K 0.65% 42
2025
Q2 		$212K Buy
+606
New +$196K 0.18% 148

Other funds holding APP

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Willner & Heller's APP Position: Q2 2026 in Review

Willner & Heller reduced its Applovin (APP) stake by 0.32% in Q2 2026, selling an estimated $2.9K and leaving 1,878 shares worth $968K. The position accounts for 0.61% of the portfolio, ranked #47.

Willner & Heller first reported a position in APP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q4 2025. 194 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Willner & Heller held 1,878 shares of Applovin worth $968K as of Q2 2026.
  • Willner & Heller sold 6 Applovin shares in Q2 2026, an estimated $2.9K.
  • Applovin made up 0.61% of Willner & Heller's portfolio in Q2 2026, its #47 holding.
  • Willner & Heller first reported a position in Applovin in Q2 2025 and has held it in 5 quarters since.
  • Willner & Heller's Applovin position peaked at $1.01M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.