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Essential Partners’s Apogee Enterprises APOG Stock Holding History

Essential Partners’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 		$1.55K Buy
34
+29
+580% +$1.08K ﹤0.01% 2070
2026
Q1 		$168 Sell
5
-23
-82% -$852 ﹤0.01% 2642
2025
Q4 		$1.02K Sell
28
-2
-7% -$76 ﹤0.01% 2024
2025
Q3 		$1.31K Buy
+30
New +$1.29K ﹤0.01% 1940

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

Essential Partners's APOG Position: Q2 2026 in Review

Essential Partners increased its Apogee Enterprises (APOG) stake by 580% in Q2 2026, buying an estimated $1.08K and bringing the position to 34 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

Essential Partners first reported a position in APOG in Q3 2025 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Essential Partners held 34 shares of Apogee Enterprises worth $1.55K as of Q2 2026.
  • Essential Partners bought 29 Apogee Enterprises shares in Q2 2026, an estimated $1.08K.
  • Apogee Enterprises made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2070 holding.
  • Essential Partners first reported a position in Apogee Enterprises in Q3 2025 and has held it in 4 quarters since.
  • 238 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.