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MorganRosel Wealth Management’s Appian APPN Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-100
Closed -$2.99K – 121
2025
Q2 		$2.99K Hold
100
– – ﹤0.01% 310
2025
Q1 		$2.88K Buy
+100
New +$3.27K ﹤0.01% 302

Other funds holding APPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

MorganRosel Wealth Management's APPN Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Appian (APPN) in Q3 2025, closing a stake of 100 shares — an estimated $2.99K sold.

MorganRosel Wealth Management first reported a position in APPN in Q1 2025 and held it in 2 quarters. The position peaked at $2.99K in Q2 2025. 232 funds tracked by Wall St. Rank hold APPN as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Appian position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 100 Appian shares in Q3 2025, an estimated $2.99K.
  • MorganRosel Wealth Management first reported a position in Appian in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Appian position peaked at $2.99K in Q2 2025.
  • 232 funds tracked by Wall St. Rank held Appian as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.