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Schwarz Dygos Wheeler Investment Advisors’s Applovin APP Stock Holding History

Schwarz Dygos Wheeler Investment 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
2025
Q1 		– Sell
-4,000
Closed -$1.3M – 159
2024
Q4 		$1.3M Buy
+4,000
New +$1.01M 0.32% 56

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's APP Position: Q1 2025 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Applovin (APP) in Q1 2025, closing a stake of 21 shares — an estimated $6.8K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in APP in Q4 2024 and held it in 1 quarter. The position peaked at $6.8K in Q4 2024. 1,015 funds tracked by Wall St. Rank hold APP as of Q1 2025.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Applovin position as of Q1 2025 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 21 Applovin shares in Q1 2025, an estimated $6.8K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Applovin in Q4 2024 and held it in 1 quarter.
  • Schwarz Dygos Wheeler Investment Advisors's Applovin position peaked at $6.8K in Q4 2024.
  • 1,015 funds tracked by Wall St. Rank held Applovin as of Q1 2025.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2025, filed 2 May 2025.