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Ritholtz Wealth Management’s Apogee Enterprises APOG Stock Holding History

Ritholtz 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
2025
Q4 		– Sell
-12,268
Closed -$535K – 1122
2025
Q3 		$535K Sell
12,268
-16,784
-58% -$720K 0.01% 665
2025
Q2 		$1.18M Sell
29,052
-11,800
-29% -$487K 0.03% 421
2025
Q1 		$1.89M Buy
40,852
+18,757
+85% +$958K 0.06% 260
2024
Q4 		$1.58M Buy
22,095
+9,019
+69% +$708K 0.05% 273
2024
Q3 		$916K Buy
13,076
+7,178
+122% +$462K 0.03% 392
2024
Q2 		$371K Buy
+5,898
New +$366K 0.01% 607

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

Ritholtz Wealth Management's APOG Position: Q4 2025 in Review

Ritholtz Wealth Management sold out of Apogee Enterprises (APOG) in Q4 2025, closing a stake of 12,268 shares — an estimated $535K sold.

Ritholtz Wealth Management first reported a position in APOG in Q2 2024 and held it in 6 quarters. The position peaked at $1.89M in Q1 2025. 212 funds tracked by Wall St. Rank hold APOG as of Q4 2025.

  • Ritholtz Wealth Management reported no remaining Apogee Enterprises position as of Q4 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 12,268 Apogee Enterprises shares in Q4 2025, an estimated $535K.
  • Ritholtz Wealth Management first reported a position in Apogee Enterprises in Q2 2024 and held it in 6 quarters.
  • Ritholtz Wealth Management's Apogee Enterprises position peaked at $1.89M in Q1 2025.
  • 212 funds tracked by Wall St. Rank held Apogee Enterprises as of Q4 2025.

Based on Ritholtz Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.