MGB Wealth Management’s Applovin APP Stock Holding History

MGB Wealth 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
2025 Q4	$54.5M	Sell	80,828 -9,938	-11%	-$6.26M	15.58%	1
2025 Q3	$65.2M	Sell	90,766 -7,580	-8%	-$3.5M	18.42%	1
2025 Q2	$34.4M	Sell	98,346 -11,270	-10%	-$3.65M	11.34%	1
2025 Q1	$29M	Sell	109,616 -130,000	-54%	-$44.8M	10.51%	1
2024 Q4	$77.6M	Sell	239,616 -92,308	-28%	-$23.4M	24.08%	1
2024 Q3	$43.3M	Sell	331,924 -17,210	-5%	-$1.57M	15.71%	1
2024 Q2	$29.6M	Sell	349,134 -12,500	-3%	-$970K	11.08%	1
2024 Q1	$25M	Buy	361,634 +342,264	+1,767%	+$18.1M	10.17%	1
2023 Q4	$772K	Buy	+19,370	New	+$759K	0.39%	73

Other funds holding APP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MGB Wealth Management's APP Position: Q4 2025 in Review

MGB Wealth Management reduced its Applovin (APP) stake by 11% in Q4 2025, selling an estimated $6.26M and leaving 80,828 shares worth $54.5M. The position accounts for 15.58% of the portfolio, ranked #1.

MGB Wealth Management first reported a position in APP in Q4 2023 and has held it in 9 quarters since. The position peaked at $77.6M in Q4 2024. 1,594 funds tracked by Wall St. Rank hold APP as of Q4 2025.

MGB Wealth Management held 80,828 shares of Applovin worth $54.5M as of Q4 2025.
MGB Wealth Management sold 9,938 Applovin shares in Q4 2025, an estimated $6.26M.
Applovin made up 15.58% of MGB Wealth Management's portfolio in Q4 2025, its #1 holding.
MGB Wealth Management first reported a position in Applovin in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Applovin position peaked at $77.6M in Q4 2024.
1,594 funds tracked by Wall St. Rank held Applovin as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.