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Channel Wealth’s AppFolio APPF Stock Holding History

Channel Wealth’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
Q1 		$2.6M Sell
16,486
-2
-0% -$379 0.63% 53
2025
Q4 		$3.84M Sell
16,488
-25
-0.2% -$5.94K 0.97% 33
2025
Q3 		$4.55M Sell
16,513
-13
-0.1% -$3.51K 1.22% 26
2025
Q2 		$3.81M Sell
16,526
-1,311
-7% -$286K 1.08% 32
2025
Q1 		$3.92M Hold
17,837
– – 1.22% 27
2024
Q4 		$4.4M Sell
17,837
-25
-0.1% -$5.85K 1.43% 17
2024
Q3 		$4.2M Buy
17,862
+2
+0% +$468 1.39% 22
2024
Q2 		$4.37M Hold
17,860
– – 1.58% 19
2024
Q1 		$4.41M Buy
17,860
+14,122
+378% +$3.05M 1.77% 14
2023
Q4 		$648K Buy
+3,738
New +$700K 0.31% 75
2023
Q2 		– Sell
-1,758
Closed -$219K – 186
2023
Q1 		$219K Buy
+1,758
New +$212K 0.14% 176

Other funds holding APPF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return