RIL
APOG icon

Rothschild Investment LLC’s Apogee Enterprises APOG Stock Holding History

Rothschild Investment LLC’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 		$6.4K Buy
140
+118
+536% +$4.41K ﹤0.01% 2141
2026
Q1 		$738 Sell
22
-2
-8% -$74 ﹤0.01% 2990
2025
Q4 		$874 Buy
24
+4
+20% +$151 ﹤0.01% 2724
2025
Q3 		$871 Sell
20
-5
-20% -$215 ﹤0.01% 2643
2025
Q2 		$1.01K Sell
25
-50
-67% -$2.06K ﹤0.01% 2459
2025
Q1 		$3.48K Buy
75
+50
+200% +$2.55K ﹤0.01% 1610
2024
Q4 		$1.78K Buy
25
+5
+25% +$393 ﹤0.01% 1872
2024
Q3 		$1.4K Buy
20
+15
+300% +$965 ﹤0.01% 1925
2024
Q2 		$314 Hold
5
– – ﹤0.01% 2271
2024
Q1 		$296 Buy
+5
New +$276 ﹤0.01% 1562

Other funds holding APOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Rothschild Investment LLC's APOG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Apogee Enterprises (APOG) stake by 536% in Q2 2026, buying an estimated $4.41K and bringing the position to 140 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

Rothschild Investment LLC first reported a position in APOG in Q1 2024 and has held it in 10 quarters since. 82 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Rothschild Investment LLC held 140 shares of Apogee Enterprises worth $6.4K as of Q2 2026.
  • Rothschild Investment LLC bought 118 Apogee Enterprises shares in Q2 2026, an estimated $4.41K.
  • Apogee Enterprises made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2141 holding.
  • Rothschild Investment LLC first reported a position in Apogee Enterprises in Q1 2024 and has held it in 10 quarters since.
  • 82 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.