EWA
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EverSource Wealth Advisors’s AppFolio APPF Stock Holding History

EverSource 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 		$5.93K Sell
37
-64
-63% -$10.2K ﹤0.01% 3205
2026
Q1 		$15.9K Sell
101
-10
-9% -$1.9K ﹤0.01% 2645
2025
Q4 		$25.8K Buy
111
+56
+102% +$13.3K ﹤0.01% 2213
2025
Q3 		$15.2K Buy
55
+22
+67% +$5.94K ﹤0.01% 2558
2025
Q2 		$7.6K Sell
33
-45
-58% -$9.81K ﹤0.01% 2975
2025
Q1 		$17.2K Sell
78
-144
-65% -$33K ﹤0.01% 1776
2024
Q4 		$54.8K Buy
222
+208
+1,486% +$48.7K ﹤0.01% 1151
2024
Q3 		$3.3K Sell
14
-4
-22% -$936 ﹤0.01% 2385
2024
Q2 		$3.99K Buy
18
+13
+260% +$3.03K ﹤0.01% 2296
2024
Q1 		$1.13K Buy
+5
New +$1.08K ﹤0.01% 2544

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors reduced its AppFolio (APPF) stake by 63% in Q2 2026, selling an estimated $10.2K and leaving 37 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #3205.

EverSource Wealth Advisors first reported a position in APPF in Q1 2024 and has held it in 10 quarters since. The position peaked at $54.8K in Q4 2024. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • EverSource Wealth Advisors held 37 shares of AppFolio worth $5.93K as of Q2 2026.
  • EverSource Wealth Advisors sold 64 AppFolio shares in Q2 2026, an estimated $10.2K.
  • AppFolio made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3205 holding.
  • EverSource Wealth Advisors first reported a position in AppFolio in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's AppFolio position peaked at $54.8K in Q4 2024.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.