True Wealth Design’s Apogee Enterprises APOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$549 Buy
+12
New +$448 ﹤0.01% 2176
2025
Q4
Sell
-14
Closed -$610 2572
2025
Q3
$610 Buy
+14
New +$601 ﹤0.01% 1943
2025
Q2
Sell
-19
Closed -$881 2582
2025
Q1
$881 Buy
+19
New +$970 ﹤0.01% 1311

Other funds holding APOG

True Wealth Design's APOG Position: Q2 2026 in Review

True Wealth Design opened a new position in Apogee Enterprises (APOG) in Q2 2026: 12 shares worth $549. The stake represents ﹤0.01% of the portfolio and ranks #2176 among its holdings. This is a return to the name: True Wealth Design previously reported a position in APOG as recently as Q3 2025.

True Wealth Design first reported a position in APOG in Q1 2025 and has held it in 3 quarters since. The position peaked at $881 in Q1 2025. 238 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • True Wealth Design held 12 shares of Apogee Enterprises worth $549 as of Q2 2026.
  • Apogee Enterprises was a new True Wealth Design position in Q2 2026.
  • Apogee Enterprises made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2176 holding.
  • True Wealth Design first reported a position in Apogee Enterprises in Q1 2025 and has held it in 3 quarters since.
  • True Wealth Design's Apogee Enterprises position peaked at $881 in Q1 2025.
  • 238 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.