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New Age Alpha Advisors’s Apogee Enterprises APOG Stock Holding History

New Age Alpha 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 		$170K Buy
+3,718
New +$139K 0.01% 783
2025
Q1 		– Sell
-558
Closed -$39.8K – 905
2024
Q4 		$39.8K Buy
+558
New +$43.8K ﹤0.01% 806

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

New Age Alpha Advisors's APOG Position: Q2 2026 in Review

New Age Alpha Advisors opened a new position in Apogee Enterprises (APOG) in Q2 2026: 3,718 shares worth $170K. The stake represents 0.01% of the portfolio and ranks #783 among its holdings. This is a return to the name: New Age Alpha Advisors previously reported a position in APOG as recently as Q4 2024.

New Age Alpha Advisors first reported a position in APOG in Q4 2024 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • New Age Alpha Advisors held 3,718 shares of Apogee Enterprises worth $170K as of Q2 2026.
  • Apogee Enterprises was a new New Age Alpha Advisors position in Q2 2026.
  • Apogee Enterprises made up 0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #783 holding.
  • New Age Alpha Advisors first reported a position in Apogee Enterprises in Q4 2024 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.