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Empowered Funds’s Apogee Enterprises APOG Stock Holding History

Empowered Funds’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 		$3.64M Buy
+79,640
New +$2.97M 0.02% 863
2023
Q3 		– Sell
-36,340
Closed -$1.73M – 1207
2023
Q2 		$1.73M Buy
+36,340
New +$1.52M 0.06% 452

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

Empowered Funds's APOG Position: Q2 2026 in Review

Empowered Funds opened a new position in Apogee Enterprises (APOG) in Q2 2026: 79,640 shares worth $3.64M. The stake represents 0.02% of the portfolio and ranks #863 among its holdings. This is a return to the name: Empowered Funds previously reported a position in APOG as recently as Q2 2023.

Empowered Funds first reported a position in APOG in Q2 2023 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Empowered Funds held 79,640 shares of Apogee Enterprises worth $3.64M as of Q2 2026.
  • Apogee Enterprises was a new Empowered Funds position in Q2 2026.
  • Apogee Enterprises made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #863 holding.
  • Empowered Funds first reported a position in Apogee Enterprises in Q2 2023 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.