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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
Q3 		$1.03K Sell
29
-5
-15% -$199 ﹤0.01% 2177
2026
Q2 		$1.56K 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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $137M AUM 42.53% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's APOG Position: Q3 2026 in Review

Essential Partners reduced its Apogee Enterprises (APOG) stake by 15% in Q3 2026, selling an estimated $199 and leaving 29 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Essential Partners first reported a position in APOG in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.56K in Q2 2026. 19 funds tracked by Wall St. Rank hold APOG as of Q3 2026.

  • Essential Partners held 29 shares of Apogee Enterprises worth $1.03K as of Q3 2026.
  • Essential Partners sold 5 Apogee Enterprises shares in Q3 2026, an estimated $199.
  • Apogee Enterprises made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2177 holding.
  • Essential Partners first reported a position in Apogee Enterprises in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Apogee Enterprises position peaked at $1.56K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Apogee Enterprises as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.