EWA
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EverSource Wealth Advisors’s Apogee Enterprises APOG Stock Holding History

EverSource Wealth Advisors’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 		$10.2K Buy
305
+39
+15% +$1.45K ﹤0.01% 2903
2025
Q4 		$9.69K Buy
266
+49
+23% +$1.85K ﹤0.01% 2812
2025
Q3 		$9.46K Sell
217
-10
-4% -$429 ﹤0.01% 2849
2025
Q2 		$9.22K Sell
227
-66
-23% -$2.72K ﹤0.01% 2863
2025
Q1 		$13.6K Buy
293
+17
+6% +$868 ﹤0.01% 1925
2024
Q4 		$19.7K Buy
276
+18
+7% +$1.41K ﹤0.01% 1628
2024
Q3 		$18.1K Hold
258
– – ﹤0.01% 1546
2024
Q2 		$17.7K Hold
258
– – ﹤0.01% 1561
2024
Q1 		$15.9K Hold
258
– – ﹤0.01% 1474
2023
Q4 		$13.8K Buy
258
+11
+4% +$512 ﹤0.01% 1416
2023
Q3 		$11.6K Sell
247
-18
-7% -$875 ﹤0.01% 1362
2023
Q2 		$12.6K Hold
265
– – ﹤0.01% 1342
2023
Q1 		$11.5K Sell
265
-51
-16% -$2.29K ﹤0.01% 1298
2022
Q4 		$14K Sell
316
-6
-2% -$270 ﹤0.01% 1196
2022
Q3 		$12K Hold
322
– – ﹤0.01% 1063
2022
Q2 		$13K Hold
322
– – ﹤0.01% 949
2022
Q1 		$15K Hold
322
– – ﹤0.01% 806
2021
Q4 		$15K Buy
+322
New +$14.1K ﹤0.01% 791

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

EverSource Wealth Advisors's APOG Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Apogee Enterprises (APOG) stake by 15% in Q1 2026, buying an estimated $1.45K and bringing the position to 305 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2903.

EverSource Wealth Advisors first reported a position in APOG in Q4 2021 and has held it in 18 quarters since. The position peaked at $19.7K in Q4 2024. 220 funds tracked by Wall St. Rank hold APOG as of Q1 2026.

  • EverSource Wealth Advisors held 305 shares of Apogee Enterprises worth $10.2K as of Q1 2026.
  • EverSource Wealth Advisors bought 39 Apogee Enterprises shares in Q1 2026, an estimated $1.45K.
  • Apogee Enterprises made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2903 holding.
  • EverSource Wealth Advisors first reported a position in Apogee Enterprises in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Apogee Enterprises position peaked at $19.7K in Q4 2024.
  • 220 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.