Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Apogee Enterprises APOG Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$2.4M Buy
52,578
+2,036
+4% +$76K ﹤0.01% 1224
2026
Q1 		$1.7M Buy
50,542
+490
+1% +$18.2K ﹤0.01% 1299
2025
Q4 		$1.82M Sell
50,052
-246
-0.5% -$9.3K ﹤0.01% 1283
2025
Q3 		$2.19M Sell
50,298
-30
-0.1% -$1.29K ﹤0.01% 1252
2025
Q2 		$2.04M Buy
50,328
+250
+0.5% +$10.3K ﹤0.01% 1240
2025
Q1 		$2.32M Buy
50,078
+2,579
+5% +$132K ﹤0.01% 1118
2024
Q4 		$3.39M Buy
+47,499
New +$3.73M 0.01% 806

Other funds holding APOG

BlackRock
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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's APOG Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Apogee Enterprises (APOG) stake by 4% in Q2 2026, buying an estimated $76K and bringing the position to 52,578 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in APOG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.39M in Q4 2024. 237 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 52,578 shares of Apogee Enterprises worth $2.4M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 2,036 Apogee Enterprises shares in Q2 2026, an estimated $76K.
  • Apogee Enterprises made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1224 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Apogee Enterprises in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Apogee Enterprises position peaked at $3.39M in Q4 2024.
  • 237 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.