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
Q1 		$364K Buy
+10,864
New +$402K ﹤0.01% 2214
2025
Q4 		– Sell
-4,772
Closed -$208K – 2721
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Corient Private Wealth's APOG Position: Q1 2026 in Review

Corient Private Wealth opened a new position in Apogee Enterprises (APOG) in Q1 2026: 10,864 shares worth $364K. The stake represents ﹤0.01% of the portfolio and ranks #2214 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in APOG as recently as Q3 2025.

Corient Private Wealth first reported a position in APOG in Q3 2024 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold APOG as of Q1 2026.

  • Corient Private Wealth held 10,864 shares of Apogee Enterprises worth $364K as of Q1 2026.
  • Apogee Enterprises was a new Corient Private Wealth position in Q1 2026.
  • Apogee Enterprises made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2214 holding.
  • Corient Private Wealth first reported a position in Apogee Enterprises in Q3 2024 and has held it in 4 quarters since.
  • 220 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.