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Physician Wealth Advisors’s AppFolio APPF Stock Holding History

Physician 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 		$2.57K Buy
16
+7
+78% +$1.12K ﹤0.01% 1389
2026
Q1 		$1.42K Buy
9
+7
+350% +$1.33K ﹤0.01% 1497
2025
Q4 		$466 Hold
2
– – ﹤0.01% 1918
2025
Q3 		$552 Buy
+2
New +$540 ﹤0.01% 1779

Other funds holding APPF

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

Physician Wealth Advisors increased its AppFolio (APPF) stake by 78% in Q2 2026, buying an estimated $1.12K and bringing the position to 16 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Physician Wealth Advisors first reported a position in APPF in Q3 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Physician Wealth Advisors held 16 shares of AppFolio worth $2.57K as of Q2 2026.
  • Physician Wealth Advisors bought 7 AppFolio shares in Q2 2026, an estimated $1.12K.
  • AppFolio made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1389 holding.
  • Physician Wealth Advisors first reported a position in AppFolio in Q3 2025 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.