Blue Bell Private Wealth Management’s Appian APPN Stock Holding History

Blue Bell Private 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	$3K	Buy	131 +116	+773%	+$2.58K	﹤0.01%	638
2026 Q1	$362	Hold	15	–	–	﹤0.01%	701
2025 Q4	$531	Hold	15	–	–	﹤0.01%	692
2025 Q3	$459	Hold	15	–	–	﹤0.01%	704
2025 Q2	$448	Hold	15	–	–	﹤0.01%	707
2025 Q1	$432	Buy	+15	New	+$491	﹤0.01%	700
2022 Q4	–	Sell	-30	Closed	-$1K	–	694
2022 Q3	$1K	Sell	30 -40	-57%	-$1.94K	﹤0.01%	642
2022 Q2	$3K	Buy	70 +40	+133%	+$2.01K	﹤0.01%	580
2022 Q1	$2K	Sell	30 -50	-63%	-$2.84K	﹤0.01%	668
2021 Q4	$5K	Buy	+80	New	+$6.65K	﹤0.01%	524

Other funds holding APPN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Blue Bell Private Wealth Management's APPN Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Appian (APPN) stake by 773% in Q2 2026, buying an estimated $2.58K and bringing the position to 131 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Blue Bell Private Wealth Management first reported a position in APPN in Q4 2021 and has held it in 10 quarters since. The position peaked at $5K in Q4 2021. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

Blue Bell Private Wealth Management held 131 shares of Appian worth $3K as of Q2 2026.
Blue Bell Private Wealth Management bought 116 Appian shares in Q2 2026, an estimated $2.58K.
Appian made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #638 holding.
Blue Bell Private Wealth Management first reported a position in Appian in Q4 2021 and has held it in 10 quarters since.
Blue Bell Private Wealth Management's Appian position peaked at $5K in Q4 2021.
213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.