Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Apogee Enterprises APOG Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		– Sell
-12,647
Closed -$424K – 4047
2026
Q1 		$424K Sell
12,647
-58
-0.5% -$2.15K ﹤0.01% 2953
2025
Q4 		$463K Buy
+12,705
New +$480K ﹤0.01% 2799

Other funds holding APOG

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Cambridge Investment Research Advisors's APOG Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of Apogee Enterprises (APOG) in Q2 2026, closing a stake of 12,647 shares — an estimated $424K sold.

Cambridge Investment Research Advisors first reported a position in APOG in Q4 2025 and held it in 2 quarters. The position peaked at $463K in Q4 2025. 237 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Cambridge Investment Research Advisors reported no remaining Apogee Enterprises position as of Q2 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 12,647 Apogee Enterprises shares in Q2 2026, an estimated $424K.
  • Cambridge Investment Research Advisors first reported a position in Apogee Enterprises in Q4 2025 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Apogee Enterprises position peaked at $463K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.