Integrated Wealth Concepts’s Apogee Enterprises APOG Stock Holding History

Integrated Wealth Concepts’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	$11.2K	Buy	+245	New	+$9.15K	﹤0.01%	4483

Other funds holding APOG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Integrated Wealth Concepts's APOG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Apogee Enterprises (APOG) in Q2 2026: 245 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #4483 among its holdings.

238 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

Integrated Wealth Concepts held 245 shares of Apogee Enterprises worth $11.2K as of Q2 2026.
Apogee Enterprises was a new Integrated Wealth Concepts position in Q2 2026.
Apogee Enterprises made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4483 holding.
238 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.