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Precision Wealth Strategies’s AppFolio APPF Stock Holding History

Precision Wealth Strategies’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
2025
Q3 		– Sell
-2,311
Closed -$532K – 167
2025
Q2 		$532K Sell
2,311
-8
-0.3% -$1.74K 0.17% 106
2025
Q1 		$510K Buy
+2,319
New +$532K 0.39% 49

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Precision Wealth Strategies's APPF Position: Q3 2025 in Review

Precision Wealth Strategies sold out of AppFolio (APPF) in Q3 2025, closing a stake of 2,311 shares — an estimated $532K sold.

Precision Wealth Strategies first reported a position in APPF in Q1 2025 and held it in 2 quarters. The position peaked at $532K in Q2 2025. 412 funds tracked by Wall St. Rank hold APPF as of Q3 2025.

  • Precision Wealth Strategies reported no remaining AppFolio position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 2,311 AppFolio shares in Q3 2025, an estimated $532K.
  • Precision Wealth Strategies first reported a position in AppFolio in Q1 2025 and held it in 2 quarters.
  • Precision Wealth Strategies's AppFolio position peaked at $532K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held AppFolio as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.