True Wealth Design
APPN icon

True Wealth Design’s Appian APPN Stock Holding History

True Wealth Design’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 		$11.7K Buy
333
+19
+6% +$621 ﹤0.01% 1006
2026
Q2 		$7.19K Sell
314
-25
-7% -$556 ﹤0.01% 1182
2026
Q1 		$8.17K Buy
339
+218
+180% +$5.92K ﹤0.01% 1041
2025
Q4 		$4.29K Sell
121
-2
-2% -$71 ﹤0.01% 1151
2025
Q3 		$3.76K Buy
123
+117
+1,950% +$3.52K ﹤0.01% 1195
2025
Q2 		$180 Sell
6
-226
-97% -$6.79K ﹤0.01% 2106
2025
Q1 		$6.68K Buy
+232
New +$7.59K ﹤0.01% 592

Other funds holding APPN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Adirondack Trust Company
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

True Wealth Design's APPN Position: Q3 2026 in Review

True Wealth Design increased its Appian (APPN) stake by 6.1% in Q3 2026, buying an estimated $621 and bringing the position to 333 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

True Wealth Design first reported a position in APPN in Q1 2025 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold APPN as of Q3 2026.

  • True Wealth Design held 333 shares of Appian worth $11.7K as of Q3 2026.
  • True Wealth Design bought 19 Appian shares in Q3 2026, an estimated $621.
  • Appian made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1006 holding.
  • True Wealth Design first reported a position in Appian in Q1 2025 and has held it in 7 quarters since.
  • 17 funds tracked by Wall St. Rank held Appian as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.