Superior Planning, LLC’s Apogee Enterprises APOG Stock Holding History

Superior Planning, LLC’s Portfolio APOG Stock Details APOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.7K	Buy	+415	New	+$16.5K	0.01%	796

Other funds holding APOG

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's APOG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Apogee Enterprises (APOG) in Q3 2026: 415 shares worth $14.7K. The stake represents 0.01% of the portfolio and ranks #796 among its holdings.

153 funds tracked by Wall St. Rank hold APOG as of Q3 2026.

Superior Planning, LLC held 415 shares of Apogee Enterprises worth $14.7K as of Q3 2026.
Apogee Enterprises was a new Superior Planning, LLC position in Q3 2026.
Apogee Enterprises made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #796 holding.
153 funds tracked by Wall St. Rank held Apogee Enterprises as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.