EWA
APOG icon

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
Q2 		$11.5K Sell
252
-53
-17% -$1.98K ﹤0.01% 2828
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 $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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's APOG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Apogee Enterprises (APOG) stake by 17% in Q2 2026, selling an estimated $1.98K and leaving 252 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2828.

EverSource Wealth Advisors first reported a position in APOG in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.7K in Q4 2024. 237 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • EverSource Wealth Advisors held 252 shares of Apogee Enterprises worth $11.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 53 Apogee Enterprises shares in Q2 2026, an estimated $1.98K.
  • Apogee Enterprises made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2828 holding.
  • EverSource Wealth Advisors first reported a position in Apogee Enterprises in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Apogee Enterprises position peaked at $19.7K in Q4 2024.
  • 237 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.