Riverpoint Wealth Management Holdings’s Apogee Enterprises APOG Stock Holding History

Riverpoint Wealth Management Holdings’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	–	Sell	-20,754	Closed	-$696K	–	62
2026 Q1	$696K	Hold	20,754	–	–	0.15%	39
2025 Q4	$756K	Hold	20,754	–	–	0.16%	36
2025 Q3	$904K	Hold	20,754	–	–	0.2%	34
2025 Q2	$843K	Sell	20,754 -5,000	-19%	-$206K	0.2%	32
2025 Q1	$1.19M	Hold	25,754	–	–	0.31%	27
2024 Q4	$1.84M	Hold	25,754	–	–	0.48%	21
2024 Q3	$1.8M	Hold	25,754	–	–	0.46%	21
2024 Q2	$1.62M	Hold	25,754	–	–	0.45%	22
2024 Q1	$1.52M	Buy	25,754 +118	+0.5%	+$6.52K	0.42%	23
2023 Q4	$1.37M	Buy	25,636 +137	+0.5%	+$6.38K	0.4%	23
2023 Q3	$1.2M	Buy	+25,499	New	+$1.24M	0.4%	22

Other funds holding APOG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Riverpoint Wealth Management Holdings's APOG Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings sold out of Apogee Enterprises (APOG) in Q2 2026, closing a stake of 20,754 shares — an estimated $696K sold.

Riverpoint Wealth Management Holdings first reported a position in APOG in Q3 2023 and held it in 11 quarters. The position peaked at $1.84M in Q4 2024. 237 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

Riverpoint Wealth Management Holdings reported no remaining Apogee Enterprises position as of Q2 2026 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 20,754 Apogee Enterprises shares in Q2 2026, an estimated $696K.
Riverpoint Wealth Management Holdings first reported a position in Apogee Enterprises in Q3 2023 and held it in 11 quarters.
Riverpoint Wealth Management Holdings's Apogee Enterprises position peaked at $1.84M in Q4 2024.
237 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.