Envestnet Portfolio Solutions
APPF icon

Envestnet Portfolio Solutions’s AppFolio APPF Stock Holding History

Envestnet Portfolio Solutions’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 		$758K Sell
4,804
-811
-14% -$154K ﹤0.01% 738
2025
Q4 		$1.31M Buy
5,615
+69
+1% +$16.4K ﹤0.01% 670
2025
Q3 		$1.53M Sell
5,546
-88
-2% -$23.8K 0.01% 602
2025
Q2 		$1.3M Buy
5,634
+3,726
+195% +$812K ﹤0.01% 703
2025
Q1 		$420K Buy
+1,908
New +$438K ﹤0.01% 1128
2024
Q4 		– Sell
-1,216
Closed -$286K – 1725
2024
Q3 		$286K Hold
1,216
– – ﹤0.01% 1475
2024
Q2 		$297K Sell
1,216
-30
-2% -$6.99K ﹤0.01% 1382
2024
Q1 		$307K Buy
+1,246
New +$269K ﹤0.01% 1343

Other funds holding APPF

BlackRock
BlackRock New York $5.72T 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