Wealth Enhancement Advisory Services
APPN icon

Wealth Enhancement Advisory Services’s Appian APPN Stock Holding History

Wealth Enhancement Advisory Services’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 		$854K Buy
33,690
+11,052
+49% +$246K ﹤0.01% 2194
2026
Q1 		$554K Buy
22,638
+3,693
+19% +$100K ﹤0.01% 2235
2025
Q4 		$630K Buy
18,945
+3,127
+20% +$111K ﹤0.01% 2304
2025
Q3 		$467K Buy
+15,818
New +$475K ﹤0.01% 2420
2024
Q1 		– Sell
-6,754
Closed -$254K – 2487
2023
Q4 		$254K Sell
6,754
-125
-2% -$4.89K ﹤0.01% 1938
2023
Q3 		$314K Buy
+6,879
New +$330K ﹤0.01% 1717

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

Wealth Enhancement Advisory Services's APPN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Appian (APPN) stake by 49% in Q2 2026, buying an estimated $246K and bringing the position to 33,690 shares worth $854K. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

Wealth Enhancement Advisory Services first reported a position in APPN in Q3 2023 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 33,690 shares of Appian worth $854K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 11,052 Appian shares in Q2 2026, an estimated $246K.
  • Appian made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2194 holding.
  • Wealth Enhancement Advisory Services first reported a position in Appian in Q3 2023 and has held it in 6 quarters since.
  • 212 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.