MassMutual Private Wealth & Trust’s Apogee Enterprises APOG Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	–	Sell	-11	Closed	-$503	–	2359
2026 Q2	$503	Hold	11	–	–	﹤0.01%	2268
2026 Q1	$369	Buy	+11	New	+$407	﹤0.01%	2280
2025 Q4	–	Sell	-3	Closed	-$131	–	2369
2025 Q3	$131	Hold	3	–	–	﹤0.01%	2340
2025 Q2	$122	Sell	3 -47	-94%	-$1.94K	﹤0.01%	2322
2025 Q1	$2.32K	Buy	+50	New	+$2.55K	﹤0.01%	1873
2018 Q4	–	Sell	-14	Closed	-$578	–	977
2018 Q3	$578	Hold	14	–	–	﹤0.01%	921
2018 Q2	$674	Sell	14 -16	-53%	-$688	﹤0.01%	1046
2018 Q1	$1.3K	Buy	+30	New	+$1.34K	﹤0.01%	901
2017 Q2	–	Sell	-4,490	Closed	-$246K	–	1047
2017 Q1	$268K	Buy	4,490 +241	+6%	+$13.8K	0.03%	306
2016 Q4	$228K	Buy	+4,249	New	+$197K	0.03%	269

Other funds holding APOG

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Villanova Investment Management Wayne, Pennsylvania $100M AUM 1.2% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

MassMutual Private Wealth & Trust's APOG Position: Q3 2026 in Review

MassMutual Private Wealth & Trust sold out of Apogee Enterprises (APOG) in Q3 2026, closing a stake of 11 shares — an estimated $503 sold.

MassMutual Private Wealth & Trust first reported a position in APOG in Q4 2016 and held it in 10 quarters. The position peaked at $268K in Q1 2017. 57 funds tracked by Wall St. Rank hold APOG as of Q3 2026.

MassMutual Private Wealth & Trust reported no remaining Apogee Enterprises position as of Q3 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 11 Apogee Enterprises shares in Q3 2026, an estimated $503.
MassMutual Private Wealth & Trust first reported a position in Apogee Enterprises in Q4 2016 and held it in 10 quarters.
MassMutual Private Wealth & Trust's Apogee Enterprises position peaked at $268K in Q1 2017.
57 funds tracked by Wall St. Rank held Apogee Enterprises as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.