Gleason Group’s Apogee Enterprises APOG Stock Holding History

Gleason Group’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	–	Sell	-109	Closed	-$3.67K	–	438
2026 Q1	$3.67K	Hold	109	–	–	﹤0.01%	207
2025 Q4	$3.96K	Buy	109 +1	+0.9%	+$38	﹤0.01%	202
2025 Q3	$4.7K	Hold	108	–	–	﹤0.01%	176
2025 Q2	$4.39K	Hold	108	–	–	﹤0.01%	181
2025 Q1	$4.98K	Buy	108 +1	+0.9%	+$51	﹤0.01%	178
2024 Q4	$7.64K	Hold	107	–	–	﹤0.01%	175
2024 Q3	$7.47K	Buy	107 +1	+0.9%	+$64	﹤0.01%	172
2024 Q2	$6.67K	Hold	106	–	–	﹤0.01%	208
2024 Q1	$6.26K	Buy	106 +1	+1%	+$55	﹤0.01%	182
2023 Q4	$5.63K	Hold	105	–	–	﹤0.01%	194
2023 Q3	$4.93K	Buy	105 +1	+1%	+$49	﹤0.01%	201
2023 Q2	$4.95K	Hold	104	–	–	﹤0.01%	203
2023 Q1	$4.48K	Buy	104 +1	+1%	+$45	﹤0.01%	198
2022 Q4	$4.58K	Buy	103 +1	+1%	+$45	﹤0.01%	193
2022 Q3	$4K	Hold	102	–	–	﹤0.01%	203
2022 Q2	$4K	Buy	+102	New	+$4.36K	﹤0.01%	203

Other funds holding APOG

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return