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Root Financial Partners’s Apogee Enterprises APOG Stock Holding History

Root Financial Partners’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
-18
Closed -$604 – 575
2026
Q1 		$604 Buy
+18
New +$667 ﹤0.01% 2801

Other funds holding APOG

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IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Root Financial Partners's APOG Position: Q2 2026 in Review

Root Financial Partners sold out of Apogee Enterprises (APOG) in Q2 2026, closing a stake of 18 shares — an estimated $604 sold.

Root Financial Partners first reported a position in APOG in Q1 2026 and held it in 1 quarter. The position peaked at $604 in Q1 2026. 51 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Root Financial Partners reported no remaining Apogee Enterprises position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 18 Apogee Enterprises shares in Q2 2026, an estimated $604.
  • Root Financial Partners first reported a position in Apogee Enterprises in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Apogee Enterprises position peaked at $604 in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.