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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
Q2 		– Sell
-44
Closed -$1.48K – 349
2026
Q1 		$1.48K Buy
+44
New +$1.63K ﹤0.01% 1797

Other funds holding APOG

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Twin Peaks Wealth Advisors's APOG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Apogee Enterprises (APOG) in Q2 2026, closing a stake of 44 shares — an estimated $1.48K sold.

Twin Peaks Wealth Advisors first reported a position in APOG in Q1 2026 and held it in 1 quarter. The position peaked at $1.48K in Q1 2026. 237 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Apogee Enterprises position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 44 Apogee Enterprises shares in Q2 2026, an estimated $1.48K.
  • Twin Peaks Wealth Advisors first reported a position in Apogee Enterprises in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Apogee Enterprises position peaked at $1.48K in Q1 2026.
  • 237 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.