Corient Private Wealth
APOG icon

Corient Private Wealth’s Apogee Enterprises APOG Stock Holding History

Corient Private Wealth’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 		$999K Buy
21,830
+10,966
+101% +$410K ﹤0.01% 1820
2026
Q1 		$364K Buy
+10,864
New +$402K ﹤0.01% 2214
2025
Q4 		– Sell
-4,772
Closed -$208K – 2647
2025
Q3 		$208K Buy
+4,772
New +$205K ﹤0.01% 2332
2025
Q1 		– Sell
-3,121
Closed -$223K – 2287
2024
Q4 		$223K Buy
3,121
+189
+6% +$14.8K ﹤0.01% 2060
2024
Q3 		$205K Buy
+2,932
New +$189K ﹤0.01% 2210

Other funds holding APOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Corient Private Wealth's APOG Position: Q2 2026 in Review

Corient Private Wealth increased its Apogee Enterprises (APOG) stake by 101% in Q2 2026, buying an estimated $410K and bringing the position to 21,830 shares worth $999K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Corient Private Wealth first reported a position in APOG in Q3 2024 and has held it in 5 quarters since. 237 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Corient Private Wealth held 21,830 shares of Apogee Enterprises worth $999K as of Q2 2026.
  • Corient Private Wealth bought 10,966 Apogee Enterprises shares in Q2 2026, an estimated $410K.
  • Apogee Enterprises made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1820 holding.
  • Corient Private Wealth first reported a position in Apogee Enterprises in Q3 2024 and has held it in 5 quarters since.
  • 237 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.