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SteelPeak Wealth’s AppFolio APPF Stock Holding History

SteelPeak Wealth’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 		– Sell
-1,000
Closed -$233K – 581
2025
Q4 		$233K Hold
1,000
– – 0.01% 476
2025
Q3 		$276K Hold
1,000
– – 0.01% 484
2025
Q2 		$230K Hold
1,000
– – 0.01% 467
2025
Q1 		$220K Sell
1,000
-6
-0.6% -$1.38K 0.01% 474
2024
Q4 		$248K Hold
1,006
– – 0.01% 452
2024
Q3 		$237K Buy
1,006
+6
+0.6% +$1.4K 0.01% 428
2024
Q2 		$245K Hold
1,000
– – 0.01% 426
2024
Q1 		$247K Buy
+1,000
New +$216K 0.01% 395

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