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Clearstead Advisors’s Apogee Enterprises APOG Stock Holding History

Clearstead 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 		$961 Buy
+21
New +$784 ﹤0.01% 2707
2025
Q4 		– Sell
-27
Closed -$1.18K – 2774
2025
Q3 		$1.18K Buy
+27
New +$1.16K ﹤0.01% 2586

Other funds holding APOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Clearstead Advisors's APOG Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Apogee Enterprises (APOG) in Q2 2026: 21 shares worth $961. The stake represents ﹤0.01% of the portfolio and ranks #2707 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in APOG as recently as Q3 2025.

Clearstead Advisors first reported a position in APOG in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.18K in Q3 2025. 82 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Clearstead Advisors held 21 shares of Apogee Enterprises worth $961 as of Q2 2026.
  • Apogee Enterprises was a new Clearstead Advisors position in Q2 2026.
  • Apogee Enterprises made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2707 holding.
  • Clearstead Advisors first reported a position in Apogee Enterprises in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Apogee Enterprises position peaked at $1.18K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.