Concord Wealth Partners
APPN icon

Concord Wealth Partners’s Appian APPN Stock Holding History

Concord Wealth Partners’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 		$106K Sell
3,012
-2
-0.1% -$65 0.01% 272
2026
Q2 		$69K Buy
+3,014
New +$67K 0.01% 324
2026
Q1 		– Sell
-2,579
Closed -$91.3K – 237
2025
Q4 		$91.3K Sell
2,579
-2
-0.1% -$71 0.01% 265
2025
Q3 		$78.9K Hold
2,581
– – 0.01% 280
2025
Q2 		$77.1K Hold
2,581
– – 0.01% 290
2025
Q1 		$74.4K Buy
2,581
+461
+22% +$15.1K 0.01% 276
2024
Q4 		$69.9K Hold
2,120
– – 0.01% 288
2024
Q3 		$72.4K Hold
2,120
– – 0.01% 292
2024
Q2 		$65.4K Hold
2,120
– – 0.01% 281
2024
Q1 		$84.7K Buy
+2,120
New +$73.5K 0.02% 286
2023
Q3 		– Sell
-55
Closed -$2.62K – 1039
2023
Q2 		$2.62K Hold
55
– – ﹤0.01% 822
2023
Q1 		$2.44K Hold
55
– – ﹤0.01% 783
2022
Q4 		$1.79K Buy
+55
New +$2.17K ﹤0.01% 960

Other funds holding APPN

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
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.39B AUM 81.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Concord Wealth Partners's APPN Position: Q3 2026 in Review

Concord Wealth Partners reduced its Appian (APPN) stake by 0.07% in Q3 2026, selling an estimated $65 and leaving 3,012 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #272.

Concord Wealth Partners first reported a position in APPN in Q4 2022 and has held it in 13 quarters since. 111 funds tracked by Wall St. Rank hold APPN as of Q3 2026.

  • Concord Wealth Partners held 3,012 shares of Appian worth $106K as of Q3 2026.
  • Concord Wealth Partners sold 2 Appian shares in Q3 2026, an estimated $65.
  • Appian made up 0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #272 holding.
  • Concord Wealth Partners first reported a position in Appian in Q4 2022 and has held it in 13 quarters since.
  • 111 funds tracked by Wall St. Rank held Appian as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.