Cerity Partners
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Cerity Partners’s Apogee Enterprises APOG Stock Holding History

Cerity Partners’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 		$247K Buy
+5,405
New +$202K ﹤0.01% 2927
2023
Q2 		– Sell
-104
Closed -$982K – 1653
2023
Q1 		$982K Buy
+104
New +$4.67K ﹤0.01% 981

Other funds holding APOG

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Cerity Partners's APOG Position: Q2 2026 in Review

Cerity Partners opened a new position in Apogee Enterprises (APOG) in Q2 2026: 5,405 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #2927 among its holdings. This is a return to the name: Cerity Partners previously reported a position in APOG as recently as Q1 2023.

Cerity Partners first reported a position in APOG in Q1 2023 and has held it in 2 quarters since. The position peaked at $982K in Q1 2023. 237 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Cerity Partners held 5,405 shares of Apogee Enterprises worth $247K as of Q2 2026.
  • Apogee Enterprises was a new Cerity Partners position in Q2 2026.
  • Apogee Enterprises made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2927 holding.
  • Cerity Partners first reported a position in Apogee Enterprises in Q1 2023 and has held it in 2 quarters since.
  • Cerity Partners's Apogee Enterprises position peaked at $982K in Q1 2023.
  • 237 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.