RWM
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Ritholtz Wealth Management’s Applovin APP Stock Holding History

Ritholtz 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
2026
Q1 		$3.59M Sell
9,019
-722
-7% -$349K 0.06% 235
2025
Q4 		$6.56M Sell
9,741
-485
-5% -$306K 0.12% 104
2025
Q3 		$7.35M Sell
10,226
-1,465
-13% -$676K 0.14% 83
2025
Q2 		$4.09M Sell
11,691
-5,873
-33% -$1.9M 0.09% 137
2025
Q1 		$4.65M Sell
17,564
-2,308
-12% -$795K 0.14% 102
2024
Q4 		$6.44M Buy
19,872
+4,452
+29% +$1.13M 0.19% 67
2024
Q3 		$2.01M Buy
15,420
+7,946
+106% +$725K 0.06% 231
2024
Q2 		$622K Buy
+7,474
New +$580K 0.02% 455

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
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

Ritholtz Wealth Management's APP Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Applovin (APP) stake by 7.4% in Q1 2026, selling an estimated $349K and leaving 9,019 shares worth $3.59M. The position accounts for 0.06% of the portfolio, ranked #235.

Ritholtz Wealth Management first reported a position in APP in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.35M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Ritholtz Wealth Management held 9,019 shares of Applovin worth $3.59M as of Q1 2026.
  • Ritholtz Wealth Management sold 722 Applovin shares in Q1 2026, an estimated $349K.
  • Applovin made up 0.06% of Ritholtz Wealth Management's portfolio in Q1 2026, its #235 holding.
  • Ritholtz Wealth Management first reported a position in Applovin in Q2 2024 and has held it in 8 quarters since.
  • Ritholtz Wealth Management's Applovin position peaked at $7.35M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.