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Twin Peaks Wealth Advisors’s Apogee Enterprises APOG Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$1.48K Buy
+44
New +$1.63K ﹤0.01% 1797

Other funds holding APOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Twin Peaks Wealth Advisors's APOG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Apogee Enterprises (APOG) in Q1 2026: 44 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #1797 among its holdings.

220 funds tracked by Wall St. Rank hold APOG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 44 shares of Apogee Enterprises worth $1.48K as of Q1 2026.
  • Apogee Enterprises was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Apogee Enterprises made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1797 holding.
  • 220 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.