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Congress Wealth Management’s Apogee Enterprises APOG Stock Holding History

Congress Wealth Management’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 		$210K Buy
5,162
+127
+3% +$5.24K ﹤0.01% 1136
2025
Q1 		$233K Buy
5,035
+215
+4% +$11K ﹤0.01% 1003
2024
Q4 		$344K Sell
4,820
-5,175
-52% -$406K ﹤0.01% 733
2024
Q3 		$700K Buy
9,995
+4,970
+99% +$320K 0.01% 580
2024
Q2 		$316K Buy
+5,025
New +$312K 0.01% 603

Other funds holding APOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Congress Wealth Management's APOG Position: Q2 2025 in Review

Congress Wealth Management increased its Apogee Enterprises (APOG) stake by 2.5% in Q2 2025, buying an estimated $5.24K and bringing the position to 5,162 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Congress Wealth Management first reported a position in APOG in Q2 2024 and has held it in 5 quarters since. The position peaked at $700K in Q3 2024. 219 funds tracked by Wall St. Rank hold APOG as of Q2 2025.

  • Congress Wealth Management held 5,162 shares of Apogee Enterprises worth $210K as of Q2 2025.
  • Congress Wealth Management bought 127 Apogee Enterprises shares in Q2 2025, an estimated $5.24K.
  • Apogee Enterprises made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1136 holding.
  • Congress Wealth Management first reported a position in Apogee Enterprises in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Apogee Enterprises position peaked at $700K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.