NWM
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Napa Wealth Management’s Applovin APP Stock Holding History

Napa 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
Q3 		$1.29M Sell
1,796
-131
-7% -$60.4K 0.6% 40
2025
Q2 		$675K Sell
1,927
-96
-5% -$31.1K 0.32% 75
2025
Q1 		$536K Buy
2,023
+818
+68% +$282K 0.3% 88
2024
Q4 		$390K Buy
+1,205
New +$305K 0.17% 137

Other funds holding APP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Napa Wealth Management's APP Position: Q3 2025 in Review

Napa Wealth Management reduced its Applovin (APP) stake by 6.8% in Q3 2025, selling an estimated $60.4K and leaving 1,796 shares worth $1.29M. The position accounts for 0.6% of the portfolio, ranked #40.

Napa Wealth Management first reported a position in APP in Q4 2024 and has held it in 4 quarters since. 1,452 funds tracked by Wall St. Rank hold APP as of Q3 2025.

  • Napa Wealth Management held 1,796 shares of Applovin worth $1.29M as of Q3 2025.
  • Napa Wealth Management sold 131 Applovin shares in Q3 2025, an estimated $60.4K.
  • Applovin made up 0.6% of Napa Wealth Management's portfolio in Q3 2025, its #40 holding.
  • Napa Wealth Management first reported a position in Applovin in Q4 2024 and has held it in 4 quarters since.
  • 1,452 funds tracked by Wall St. Rank held Applovin as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.