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Rise Advisors’s Apogee Enterprises APOG Stock Holding History

Rise 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
2025
Q4 		– Sell
-3
Closed -$118 – 189
2025
Q3 		$118 Hold
3
– – ﹤0.01% 1482
2025
Q2 		$110 Hold
3
– – ﹤0.01% 1498
2025
Q1 		$124 Sell
3
-227
-99% -$11.6K ﹤0.01% 1446
2024
Q4 		$16.4K Buy
230
+1
+0.4% +$79 0.01% 774
2024
Q3 		$16K Buy
229
+1
+0.4% +$64 0.01% 831
2024
Q2 		$14.3K Buy
228
+1
+0.4% +$62 0.01% 854
2024
Q1 		$13.4K Buy
+227
New +$12.5K 0.01% 935

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 $3.38T AUM 44.17% 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

Rise Advisors's APOG Position: Q4 2025 in Review

Rise Advisors sold out of Apogee Enterprises (APOG) in Q4 2025, closing a stake of 3 shares — an estimated $118 sold.

Rise Advisors first reported a position in APOG in Q1 2024 and held it in 7 quarters. The position peaked at $16.4K in Q4 2024. 212 funds tracked by Wall St. Rank hold APOG as of Q4 2025.

  • Rise Advisors reported no remaining Apogee Enterprises position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 3 Apogee Enterprises shares in Q4 2025, an estimated $118.
  • Rise Advisors first reported a position in Apogee Enterprises in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Apogee Enterprises position peaked at $16.4K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held Apogee Enterprises as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.