Blue Trust Inc
APPN icon

Blue Trust Inc’s Appian APPN Stock Holding History

Blue Trust Inc’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 		– Sell
-150
Closed -$3.44K – 2535
2026
Q2 		$3.44K Hold
150
– – ﹤0.01% 2102
2026
Q1 		$3.62K Buy
+150
New +$4.07K ﹤0.01% 2045
2024
Q4 		– Sell
-335
Closed -$10.3K – 2456
2024
Q3 		$10.3K Buy
335
+295
+738% +$9.6K ﹤0.01% 2182
2024
Q2 		$1.6K Buy
+40
New +$1.31K ﹤0.01% 2479
2024
Q1 		– Sell
-24
Closed -$1K – 2183
2023
Q4 		$1K Buy
+24
New +$938 ﹤0.01% 2255
2023
Q1 		– Sell
-36
Closed -$1K – 2288
2022
Q4 		$1K Hold
36
– – ﹤0.01% 2004
2022
Q3 		$2K Hold
36
– – ﹤0.01% 1749
2022
Q2 		$2K Buy
+36
New +$1.81K ﹤0.01% 1626

Other funds holding APPN

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Blue Trust Inc's APPN Position: Q3 2026 in Review

Blue Trust Inc sold out of Appian (APPN) in Q3 2026, closing a stake of 150 shares — an estimated $3.44K sold.

Blue Trust Inc first reported a position in APPN in Q2 2022 and held it in 8 quarters. The position peaked at $10.3K in Q3 2024. 154 funds tracked by Wall St. Rank hold APPN as of Q3 2026.

  • Blue Trust Inc reported no remaining Appian position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 150 Appian shares in Q3 2026, an estimated $3.44K.
  • Blue Trust Inc first reported a position in Appian in Q2 2022 and held it in 8 quarters.
  • Blue Trust Inc's Appian position peaked at $10.3K in Q3 2024.
  • 154 funds tracked by Wall St. Rank held Appian as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.