True Wealth Design’s AppFolio APPF Stock Holding History

True Wealth Design’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	-6	Closed	-$947	–	2671
2026 Q1	$947	Buy	6 +2	+50%	+$379	﹤0.01%	1816
2025 Q4	$931	Buy	4 +1	+33%	+$238	﹤0.01%	1730
2025 Q3	$827	Hold	3	–	–	﹤0.01%	1818
2025 Q2	$691	Sell	3 -187	-98%	-$40.8K	﹤0.01%	1609
2025 Q1	$41.8K	Sell	190 -362	-66%	-$83K	0.02%	222
2024 Q4	$136K	Buy	552 +216	+64%	+$50.6K	0.05%	43
2024 Q3	$79.1K	Buy	+336	New	+$78.6K	0.03%	77

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

True Wealth Design's APPF Position: Q2 2026 in Review

True Wealth Design sold out of AppFolio (APPF) in Q2 2026, closing a stake of 6 shares — an estimated $947 sold.

True Wealth Design first reported a position in APPF in Q3 2024 and held it in 7 quarters. The position peaked at $136K in Q4 2024. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

True Wealth Design reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 6 AppFolio shares in Q2 2026, an estimated $947.
True Wealth Design first reported a position in AppFolio in Q3 2024 and held it in 7 quarters.
True Wealth Design's AppFolio position peaked at $136K in Q4 2024.
393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.