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Unique Wealth Strategies’s AppFolio APPF Stock Holding History

Unique Wealth Strategies’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
2025
Q4 		– Sell
-2,054
Closed -$566K – 217
2025
Q3 		$566K Sell
2,054
-719
-26% -$194K 0.22% 147
2025
Q2 		$639K Buy
2,773
+265
+11% +$57.8K 0.27% 101
2025
Q1 		$552K Buy
+2,508
New +$575K 0.25% 107
2024
Q3 		– Sell
-2,040
Closed -$503K – 237
2024
Q2 		$503K Hold
2,040
– – 0.24% 119
2024
Q1 		$503K Buy
+2,040
New +$440K 0.25% 119

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Unique Wealth Strategies's APPF Position: Q4 2025 in Review

Unique Wealth Strategies sold out of AppFolio (APPF) in Q4 2025, closing a stake of 2,054 shares — an estimated $566K sold.

Unique Wealth Strategies first reported a position in APPF in Q1 2024 and held it in 5 quarters. The position peaked at $639K in Q2 2025. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • Unique Wealth Strategies reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 2,054 AppFolio shares in Q4 2025, an estimated $566K.
  • Unique Wealth Strategies first reported a position in AppFolio in Q1 2024 and held it in 5 quarters.
  • Unique Wealth Strategies's AppFolio position peaked at $639K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.