Robertson Stephens Wealth Management’s Applovin APP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$96.6M	Sell	242,697 -148,292	-38%	-$71.7M	2.71%	7
2025 Q4	$263M	Sell	390,989 -326	-0.1%	-$205K	7.42%	1
2025 Q3	$281M	Sell	391,315 -270	-0.1%	-$125K	8.49%	1
2025 Q2	$137M	Sell	391,585 -11,476	-3%	-$3.72M	4.75%	2
2025 Q1	$107M	Sell	403,061 -7,374	-2%	-$2.54M	4%	6
2024 Q4	$133M	Sell	410,435 -62,833	-13%	-$15.9M	4.73%	2
2024 Q3	$61.8M	Sell	473,268 -64,201	-12%	-$5.86M	2.28%	6
2024 Q2	$44.7M	Sell	537,469 -53,796	-9%	-$4.17M	2.34%	8
2024 Q1	$40.9M	Sell	591,265 -63,152	-10%	-$3.34M	2.24%	8
2023 Q4	$26.1M	Buy	654,417 +4,954	+0.8%	+$194K	1.63%	13
2023 Q3	$26M	Sell	649,463 -129,340	-17%	-$4.59M	1.75%	10
2023 Q2	$20M	Sell	778,803 -60,500	-7%	-$1.25M	1.46%	15
2023 Q1	$13.2M	Buy	839,303 +295,761	+54%	+$3.88M	1.02%	19
2022 Q4	$5.72M	Sell	543,542 -12	-0%	-$176	0.56%	42
2022 Q3	$10.6M	Sell	543,554 -792	-0.1%	-$23.7K	1.19%	20
2022 Q2	$18.7M	Sell	544,346 -50	-0%	-$2.01K	1.86%	11
2022 Q1	$30M	Buy	544,396 +1,004	+0.2%	+$63.9K	2.59%	8
2021 Q4	$51.2M	Sell	543,392 -195,400	-26%	-$18.2M	4.37%	3
2021 Q3	$53.5M	Buy	738,792 +681,834	+1,197%	+$46.4M	6.22%	2
2021 Q2	$4.28M	Buy	+56,958	New	+$3.93M	0.51%	40