Private Wealth Management Group’s AppFolio APPF Stock Holding History

Private Wealth Management Group’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	$1.93K	Buy	12 +8	+200%	+$1.28K	﹤0.01%	1175
2026 Q1	$632	Sell	4 -22	-85%	-$4.17K	﹤0.01%	1339
2025 Q4	$6.05K	Hold	26	–	–	﹤0.01%	702
2025 Q3	$7.17K	Hold	26	–	–	﹤0.01%	643
2025 Q2	$5.99K	Buy	26 +8	+44%	+$1.74K	﹤0.01%	677
2025 Q1	$3.96K	Hold	18	–	–	﹤0.01%	810
2024 Q4	$4.44K	Buy	18 +8	+80%	+$1.87K	﹤0.01%	788
2024 Q3	$2.35K	Sell	10 -14	-58%	-$3.28K	﹤0.01%	1001
2024 Q2	$5.87K	Buy	24 +14	+140%	+$3.26K	﹤0.01%	645
2024 Q1	$2.47K	Hold	10	–	–	﹤0.01%	881
2023 Q4	$1.73K	Buy	+10	New	+$1.87K	﹤0.01%	1043

Other funds holding APPF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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

Private Wealth Management Group's APPF Position: Q2 2026 in Review

Private Wealth Management Group increased its AppFolio (APPF) stake by 200% in Q2 2026, buying an estimated $1.28K and bringing the position to 12 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Private Wealth Management Group first reported a position in APPF in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.17K in Q3 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Private Wealth Management Group held 12 shares of AppFolio worth $1.93K as of Q2 2026.
Private Wealth Management Group bought 8 AppFolio shares in Q2 2026, an estimated $1.28K.
AppFolio made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1175 holding.
Private Wealth Management Group first reported a position in AppFolio in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's AppFolio position peaked at $7.17K in Q3 2025.
393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.