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SHP Wealth Management’s AppFolio APPF Stock Holding History

SHP Wealth Management’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 		– Sell
-11
Closed -$1.74K – 1988
2026
Q1 		$1.74K Buy
11
+10
+1,000% +$1.9K ﹤0.01% 1319
2025
Q4 		$233 Buy
+1
New +$238 ﹤0.01% 1457

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

SHP Wealth Management's APPF Position: Q2 2026 in Review

SHP Wealth Management sold out of AppFolio (APPF) in Q2 2026, closing a stake of 11 shares — an estimated $1.74K sold.

SHP Wealth Management first reported a position in APPF in Q4 2025 and held it in 2 quarters. The position peaked at $1.74K in Q1 2026. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • SHP Wealth Management reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 11 AppFolio shares in Q2 2026, an estimated $1.74K.
  • SHP Wealth Management first reported a position in AppFolio in Q4 2025 and held it in 2 quarters.
  • SHP Wealth Management's AppFolio position peaked at $1.74K in Q1 2026.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.