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Bartlett & Co Wealth Management’s Appian APPN Stock Holding History

Bartlett & Co 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
Q2 		$17.2K Hold
750
– – ﹤0.01% 912
2026
Q1 		$16.9K Hold
750
– – ﹤0.01% 846
2025
Q4 		$26.6K Hold
750
– – ﹤0.01% 769
2025
Q3 		$22.9K Hold
750
– – ﹤0.01% 805
2025
Q2 		$22.4K Hold
750
– – ﹤0.01% 795
2025
Q1 		$21.6K Hold
750
– – ﹤0.01% 803
2024
Q4 		$24.7K Hold
750
– – ﹤0.01% 776
2024
Q3 		$25.6K Hold
750
– – ﹤0.01% 774
2024
Q2 		$23.1K Hold
750
– – ﹤0.01% 799
2024
Q1 		$30K Hold
750
– – ﹤0.01% 752
2023
Q4 		$29.2K Hold
750
– – ﹤0.01% 800
2023
Q3 		$34.2K Hold
750
– – ﹤0.01% 723
2023
Q2 		$35.7K Hold
750
– – ﹤0.01% 720
2023
Q1 		$33.3K Hold
750
– – ﹤0.01% 630
2022
Q4 		$24.4K Hold
750
– – ﹤0.01% 684
2022
Q3 		$30.6K Hold
750
– – ﹤0.01% 644
2022
Q2 		$35.5K Hold
750
– – ﹤0.01% 632
2022
Q1 		$35.5K Buy
+750
New +$42.5K ﹤0.01% 644

Other funds holding APPN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $424M AUM
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bartlett & Co Wealth Management's APPN Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Appian (APPN) position steady in Q2 2026 at 750 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Bartlett & Co Wealth Management first reported a position in APPN in Q1 2022 and has held it in 18 quarters since. The position peaked at $35.7K in Q2 2023. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Bartlett & Co Wealth Management held 750 shares of Appian worth $17.2K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Appian share count unchanged in Q2 2026.
  • Appian made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #912 holding.
  • Bartlett & Co Wealth Management first reported a position in Appian in Q1 2022 and has held it in 18 quarters since.
  • Bartlett & Co Wealth Management's Appian position peaked at $35.7K in Q2 2023.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.