PWMG
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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
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
BlackRock New York $5.7T 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