MWM
APOG icon

Moran Wealth Management’s Apogee Enterprises APOG Stock Holding History

Moran Wealth Management’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
-62,829
Closed -$2.11M – 494
2026
Q1 		$2.11M Sell
62,829
-21,458
-25% -$795K 0.06% 303
2025
Q4 		$3.07M Sell
84,287
-4,659
-5% -$176K 0.09% 252
2025
Q3 		$3.88M Sell
88,946
-1,435
-2% -$61.6K 0.12% 210
2025
Q2 		$3.67M Sell
90,381
-5,036
-5% -$208K 0.11% 227
2025
Q1 		$4.42M Sell
95,417
-964
-1% -$49.2K 0.15% 194
2024
Q4 		$6.88M Sell
96,381
-1,986
-2% -$156K 0.22% 135
2024
Q3 		$6.89M Buy
98,367
+304
+0.3% +$19.6K 0.21% 138
2024
Q2 		$6.16M Buy
98,063
+609
+0.6% +$37.8K 0.2% 147
2024
Q1 		$5.77M Buy
97,454
+1,223
+1% +$67.6K 0.19% 153
2023
Q4 		$5.14M Buy
96,231
+1,308
+1% +$60.9K 0.18% 159
2023
Q3 		$4.47M Buy
94,923
+616
+0.7% +$29.9K 0.17% 160
2023
Q2 		$4.48M Sell
94,307
-1,596
-2% -$66.6K 0.17% 168
2023
Q1 		$4.15M Buy
95,903
+7,981
+9% +$359K 0.16% 175
2022
Q4 		$3.91M Buy
+87,922
New +$3.96M 0.15% 174

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

Moran Wealth Management's APOG Position: Q2 2026 in Review

Moran Wealth Management sold out of Apogee Enterprises (APOG) in Q2 2026, closing a stake of 62,829 shares — an estimated $2.11M sold.

Moran Wealth Management first reported a position in APOG in Q4 2022 and held it in 14 quarters. The position peaked at $6.89M in Q3 2024. 238 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Moran Wealth Management reported no remaining Apogee Enterprises position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 62,829 Apogee Enterprises shares in Q2 2026, an estimated $2.11M.
  • Moran Wealth Management first reported a position in Apogee Enterprises in Q4 2022 and held it in 14 quarters.
  • Moran Wealth Management's Apogee Enterprises position peaked at $6.89M in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.