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IEQ Capital’s Apogee Enterprises APOG Stock Holding History

IEQ Capital’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 		$556K Buy
+12,159
New +$454K ﹤0.01% 1353
2025
Q4 		– Sell
-5,094
Closed -$222K – 1856
2025
Q3 		$222K Buy
+5,094
New +$219K ﹤0.01% 1645

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 $3.37T AUM 44.26% 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

IEQ Capital's APOG Position: Q2 2026 in Review

IEQ Capital opened a new position in Apogee Enterprises (APOG) in Q2 2026: 12,159 shares worth $556K. The stake represents ﹤0.01% of the portfolio and ranks #1353 among its holdings. This is a return to the name: IEQ Capital previously reported a position in APOG as recently as Q3 2025.

IEQ Capital first reported a position in APOG in Q3 2025 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • IEQ Capital held 12,159 shares of Apogee Enterprises worth $556K as of Q2 2026.
  • Apogee Enterprises was a new IEQ Capital position in Q2 2026.
  • Apogee Enterprises made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1353 holding.
  • IEQ Capital first reported a position in Apogee Enterprises in Q3 2025 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.