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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
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
SBH
Segall Bryant & Hamill
Chicago, Illinois
$6.98B AUM
34.78%
1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park, Florida
$5.29B AUM
20.14%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
AAM
ACK Asset Management
Greenwich, Connecticut
$801M AUM
60.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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