Baird Financial Group
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Baird Financial Group’s Apogee Enterprises APOG Stock Holding History

Baird Financial Group’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
2025
Q2 		– Sell
-21,348
Closed -$989K – 1771
2025
Q1 		$989K Buy
21,348
+2,755
+15% +$141K ﹤0.01% 1185
2024
Q4 		$1.33M Buy
18,593
+2,231
+14% +$175K ﹤0.01% 1092
2024
Q3 		$1.15M Buy
16,362
+2,127
+15% +$137K ﹤0.01% 1134
2024
Q2 		$894K Buy
14,235
+5,226
+58% +$325K ﹤0.01% 1207
2024
Q1 		$533K Buy
+9,009
New +$498K ﹤0.01% 1363

Other funds holding APOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baird Financial Group's APOG Position: Q2 2025 in Review

Baird Financial Group sold out of Apogee Enterprises (APOG) in Q2 2025, closing a stake of 21,348 shares — an estimated $989K sold.

Baird Financial Group first reported a position in APOG in Q1 2024 and held it in 5 quarters. The position peaked at $1.33M in Q4 2024. 219 funds tracked by Wall St. Rank hold APOG as of Q2 2025.

  • Baird Financial Group reported no remaining Apogee Enterprises position as of Q2 2025 after selling out during the quarter.
  • Baird Financial Group sold 21,348 Apogee Enterprises shares in Q2 2025, an estimated $989K.
  • Baird Financial Group first reported a position in Apogee Enterprises in Q1 2024 and held it in 5 quarters.
  • Baird Financial Group's Apogee Enterprises position peaked at $1.33M in Q4 2024.
  • 219 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2025.

Based on Baird Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.