EP Wealth Advisors’s Applovin APP Stock Holding History

EP Wealth 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 Q1	$1.24M	Sell	3,108 -257	-8%	-$124K	0.01%	578
2025 Q4	$2.27M	Buy	+3,365	New	+$2.12M	0.01%	418
2025 Q2	$1.77M	Sell	5,053 -3,388	-40%	-$1.1M	0.01%	439
2025 Q1	$2.24M	Sell	8,441 -1,104	-12%	-$380K	0.02%	348
2024 Q4	$3.09M	Sell	9,545 -3,868	-29%	-$978K	0.03%	282
2024 Q3	$1.75M	Buy	13,413 +2,071	+18%	+$189K	0.02%	380
2024 Q2	$944K	Buy	11,342 +458	+4%	+$35.5K	0.01%	400
2024 Q1	$753K	Buy	10,884 +680	+7%	+$36K	0.01%	432
2023 Q4	$407K	Buy	10,204 +1,840	+22%	+$72.1K	0.01%	538
2023 Q3	$334K	Sell	8,364 -4,941	-37%	-$175K	0.01%	540
2023 Q2	$431K	Hold	13,305	–	–	0.01%	499
2023 Q1	$210K	Buy	13,305 +844	+7%	+$11.1K	﹤0.01%	567
2022 Q4	$131K	Hold	12,461	–	–	﹤0.01%	579
2022 Q3	$243K	Sell	12,461 -500	-4%	-$14.9K	0.01%	303
2022 Q2	$446K	Sell	12,961 -1,500	-10%	-$60.3K	0.01%	395
2022 Q1	$796K	Buy	14,461 +6,202	+75%	+$395K	0.02%	300
2021 Q4	$778K	Buy	+8,259	New	+$769K	0.02%	283

Other funds holding APP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return