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MassMutual Private Wealth & Trust’s Appian APPN Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.76K Buy
+77
New +$1.71K ﹤0.01% 2037
2026
Q1 		– Sell
-39
Closed -$1.38K – 2397
2025
Q4 		$1.38K Hold
39
– – ﹤0.01% 2082
2025
Q3 		$1.19K Sell
39
-31
-44% -$932 ﹤0.01% 2112
2025
Q2 		$2.09K Buy
70
+65
+1,300% +$1.95K ﹤0.01% 1940
2025
Q1 		$144 Hold
5
– – ﹤0.01% 2311
2024
Q4 		$165 Hold
5
– – ﹤0.01% 2263
2024
Q3 		$171 Hold
5
– – ﹤0.01% 2102
2024
Q2 		$154 Buy
+5
New +$164 ﹤0.01% 2096
2023
Q2 		– Sell
-34
Closed -$1.51K – 1905
2023
Q1 		$1.51K Buy
+34
New +$1.37K ﹤0.01% 1490
2022
Q2 		– Sell
-266
Closed -$16K – 1503
2022
Q1 		$16K Hold
266
– – ﹤0.01% 635
2021
Q4 		$17K Sell
266
-51
-16% -$4.24K ﹤0.01% 625
2021
Q3 		$29K Hold
317
– – ﹤0.01% 541
2021
Q2 		$44K Hold
317
– – ﹤0.01% 491
2021
Q1 		$42K Buy
317
+8
+3% +$1.42K ﹤0.01% 451
2020
Q4 		$50K Sell
309
-120
-28% -$13.4K ﹤0.01% 442
2020
Q3 		$28K Sell
429
-47
-10% -$2.54K ﹤0.01% 465
2020
Q2 		$24K Hold
476
– – ﹤0.01% 457
2020
Q1 		$19K Hold
476
– – ﹤0.01% 450
2019
Q4 		$18K Hold
476
– – ﹤0.01% 537
2019
Q3 		$23K Hold
476
– – ﹤0.01% 495
2019
Q2 		$17K Buy
476
+182
+62% +$6.23K ﹤0.01% 512
2019
Q1 		$10.1K Sell
294
-251
-46% -$8.48K ﹤0.01% 590
2018
Q4 		$14.6K Buy
+545
New +$14.6K ﹤0.01% 520

Other funds holding APPN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FWM
Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MassMutual Private Wealth & Trust's APPN Position: Q2 2026 in Review

MassMutual Private Wealth & Trust opened a new position in Appian (APPN) in Q2 2026: 77 shares worth $1.76K. The stake represents ﹤0.01% of the portfolio and ranks #2037 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in APPN as recently as Q4 2025.

MassMutual Private Wealth & Trust first reported a position in APPN in Q4 2018 and has held it in 23 quarters since. The position peaked at $50K in Q4 2020. 36 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • MassMutual Private Wealth & Trust held 77 shares of Appian worth $1.76K as of Q2 2026.
  • Appian was a new MassMutual Private Wealth & Trust position in Q2 2026.
  • Appian made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2037 holding.
  • MassMutual Private Wealth & Trust first reported a position in Appian in Q4 2018 and has held it in 23 quarters since.
  • MassMutual Private Wealth & Trust's Appian position peaked at $50K in Q4 2020.
  • 36 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.