Rothwell Investment Advisors, LLC’s Apogee Enterprises APOG Stock Holding History

Rothwell Investment Advisors, 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	$4.39K	Buy	+124	New	+$4.93K	﹤0.01%	928

Other funds holding APOG

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Rothwell Investment Advisors, LLC's APOG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Apogee Enterprises (APOG) in Q3 2026: 124 shares worth $4.39K. The stake represents ﹤0.01% of the portfolio and ranks #928 among its holdings.

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

Rothwell Investment Advisors, LLC held 124 shares of Apogee Enterprises worth $4.39K as of Q3 2026.
Apogee Enterprises was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Apogee Enterprises made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #928 holding.
91 funds tracked by Wall St. Rank held Apogee Enterprises as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.