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Principal Securities’s Apogee Enterprises APOG Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-14
Closed -$610 – 1455
2025
Q3 		$610 Hold
14
– – ﹤0.01% 3506
2025
Q2 		$568 Hold
14
– – ﹤0.01% 3459
2025
Q1 		$1K Hold
14
– – ﹤0.01% 3208
2024
Q4 		$1K Hold
14
– – ﹤0.01% 3201
2024
Q3 		$980 Hold
14
– – ﹤0.01% 3144
2024
Q2 		$880 Hold
14
– – ﹤0.01% 3093
2024
Q1 		$829 Hold
14
– – ﹤0.01% 3069
2023
Q4 		$748 Buy
+14
New +$652 ﹤0.01% 3009

Other funds holding APOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 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

Principal Securities's APOG Position: Q4 2025 in Review

Principal Securities sold out of Apogee Enterprises (APOG) in Q4 2025, closing a stake of 14 shares — an estimated $610 sold.

Principal Securities first reported a position in APOG in Q4 2023 and held it in 8 quarters. The position peaked at $1K in Q1 2025. 212 funds tracked by Wall St. Rank hold APOG as of Q4 2025.

  • Principal Securities reported no remaining Apogee Enterprises position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 14 Apogee Enterprises shares in Q4 2025, an estimated $610.
  • Principal Securities first reported a position in Apogee Enterprises in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Apogee Enterprises position peaked at $1K in Q1 2025.
  • 212 funds tracked by Wall St. Rank held Apogee Enterprises as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.