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Acumen Wealth Advisors’s AppFolio APPF Stock Holding History

Acumen Wealth Advisors’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44K Hold
9
– – ﹤0.01% 446
2026
Q1 		$1.42K Sell
9
-16
-64% -$3.03K ﹤0.01% 427
2025
Q4 		$5.82K Buy
+25
New +$5.94K ﹤0.01% 357

Other funds holding APPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return

Acumen Wealth Advisors's APPF Position: Q2 2026 in Review

Acumen Wealth Advisors held its AppFolio (APPF) position steady in Q2 2026 at 9 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Acumen Wealth Advisors first reported a position in APPF in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.82K in Q4 2025. 391 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Acumen Wealth Advisors held 9 shares of AppFolio worth $1.44K as of Q2 2026.
  • Acumen Wealth Advisors left its AppFolio share count unchanged in Q2 2026.
  • AppFolio made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #446 holding.
  • Acumen Wealth Advisors first reported a position in AppFolio in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's AppFolio position peaked at $5.82K in Q4 2025.
  • 391 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.