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Financial Gravity Companies’s Apogee Enterprises APOG Stock Holding History

Financial Gravity Companies’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 		$43.2K Buy
+945
New +$35.3K 0.01% 332
2025
Q2 		$38.4K Buy
+945
New +$39K 0.01% 338
2024
Q4 		$67.5K Buy
+945
New +$74.2K 0.02% 250

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

Financial Gravity Companies's APOG Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Apogee Enterprises (APOG) in Q2 2026: 945 shares worth $43.2K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in APOG as recently as Q2 2025.

Financial Gravity Companies first reported a position in APOG in Q4 2024 and has held it in 3 quarters since. The position peaked at $67.5K in Q4 2024. 237 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Financial Gravity Companies held 945 shares of Apogee Enterprises worth $43.2K as of Q2 2026.
  • Apogee Enterprises was a new Financial Gravity Companies position in Q2 2026.
  • Apogee Enterprises made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #332 holding.
  • Financial Gravity Companies first reported a position in Apogee Enterprises in Q4 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Apogee Enterprises position peaked at $67.5K in Q4 2024.
  • 237 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.