Activest Wealth Management’s Appian APPN Stock Holding History

Activest Wealth Management’s Portfolio APPN Stock Details APPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$141	Hold	4	–	–	﹤0.01%	992
2026 Q2	$92	Hold	4	–	–	﹤0.01%	1248
2026 Q1	$96	Buy	+4	New	+$109	﹤0.01%	1150
2025 Q1	–	Sell	-103	Closed	-$3.37K	–	1059
2024 Q4	$3.41K	Hold	103	–	–	﹤0.01%	398
2024 Q3	$3.53K	Hold	103	–	–	﹤0.01%	391
2024 Q2	$3.19K	Hold	103	–	–	﹤0.01%	373
2024 Q1	$4.13K	Hold	103	–	–	﹤0.01%	272
2023 Q4	$3.89K	Buy	103 +39	+61%	+$1.52K	﹤0.01%	244
2023 Q3	$2.92K	Hold	64	–	–	﹤0.01%	252
2023 Q2	$15.2K	Hold	64	–	–	0.01%	142
2023 Q1	$2.71K	Hold	64	–	–	﹤0.01%	239
2022 Q4	$2.08K	Hold	64	–	–	﹤0.01%	402
2022 Q3	$3K	Hold	64	–	–	﹤0.01%	373
2022 Q2	$3K	Hold	64	–	–	﹤0.01%	287
2022 Q1	$4K	Hold	64	–	–	﹤0.01%	268
2021 Q4	$4K	Hold	64	–	–	﹤0.01%	265
2021 Q3	$6K	Hold	64	–	–	﹤0.01%	265
2021 Q2	$9K	Hold	64	–	–	0.01%	203
2021 Q1	$9K	Buy	+64	New	+$11.3K	0.01%	195

Other funds holding APPN

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Activest Wealth Management's APPN Position: Q3 2026 in Review

Activest Wealth Management held its Appian (APPN) position steady in Q3 2026 at 4 shares worth $141. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Activest Wealth Management first reported a position in APPN in Q1 2021 and has held it in 19 quarters since. The position peaked at $15.2K in Q2 2023. 51 funds tracked by Wall St. Rank hold APPN as of Q3 2026.

Activest Wealth Management held 4 shares of Appian worth $141 as of Q3 2026.
Activest Wealth Management left its Appian share count unchanged in Q3 2026.
Appian made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #992 holding.
Activest Wealth Management first reported a position in Appian in Q1 2021 and has held it in 19 quarters since.
Activest Wealth Management's Appian position peaked at $15.2K in Q2 2023.
51 funds tracked by Wall St. Rank held Appian as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.