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Integrated Wealth Concepts’s Appian APPN Stock Holding History

Integrated Wealth Concepts’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 		$63.4K Buy
+2,769
New +$61.6K ﹤0.01% 3173

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

Integrated Wealth Concepts's APPN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Appian (APPN) in Q2 2026: 2,769 shares worth $63.4K. The stake represents ﹤0.01% of the portfolio and ranks #3173 among its holdings.

213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Integrated Wealth Concepts held 2,769 shares of Appian worth $63.4K as of Q2 2026.
  • Appian was a new Integrated Wealth Concepts position in Q2 2026.
  • Appian made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3173 holding.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.