Mercer Global Advisors
APOG icon

Mercer Global Advisors’s Apogee Enterprises APOG Stock Holding History

Mercer Global Advisors’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 		$267K Buy
+5,831
New +$218K ﹤0.01% 2936
2023
Q3 		– Sell
-6,397
Closed -$304K – 1953
2023
Q2 		$304K Sell
6,397
-1,807
-22% -$75.4K ﹤0.01% 1505
2023
Q1 		$355K Buy
8,204
+336
+4% +$15.1K ﹤0.01% 1409
2022
Q4 		$350K Buy
7,868
+19
+0.2% +$857 ﹤0.01% 1417
2022
Q3 		$300K Sell
7,849
-202
-3% -$8.23K ﹤0.01% 1407
2022
Q2 		$316K Buy
8,051
+625
+8% +$26.7K ﹤0.01% 1401
2022
Q1 		$352K Buy
7,426
+726
+11% +$33.8K ﹤0.01% 1427
2021
Q4 		$323K Buy
6,700
+700
+12% +$30.6K ﹤0.01% 1428
2021
Q3 		$227K Buy
6,000
+394
+7% +$15.8K ﹤0.01% 1557
2021
Q2 		$228K Buy
+5,606
New +$211K ﹤0.01% 1507

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

Mercer Global Advisors's APOG Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Apogee Enterprises (APOG) in Q2 2026: 5,831 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #2936 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in APOG as recently as Q2 2023.

Mercer Global Advisors first reported a position in APOG in Q2 2021 and has held it in 10 quarters since. The position peaked at $355K in Q1 2023. 237 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Mercer Global Advisors held 5,831 shares of Apogee Enterprises worth $267K as of Q2 2026.
  • Apogee Enterprises was a new Mercer Global Advisors position in Q2 2026.
  • Apogee Enterprises made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2936 holding.
  • Mercer Global Advisors first reported a position in Apogee Enterprises in Q2 2021 and has held it in 10 quarters since.
  • Mercer Global Advisors's Apogee Enterprises position peaked at $355K in Q1 2023.
  • 237 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.