Wealth Enhancement Advisory Services’s Apogee Enterprises APOG Stock Holding History

Wealth Enhancement Advisory Services’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	$423K	Buy	+10,907	New	+$407K	﹤0.01%	2850
2026 Q1	–	Sell	-7,464	Closed	-$278K	–	3581
2025 Q4	$278K	Buy	7,464 +1,223	+20%	+$46.2K	﹤0.01%	2987
2025 Q3	$268K	Buy	6,241 +406	+7%	+$17.4K	﹤0.01%	2890
2025 Q2	$252K	Buy	+5,835	New	+$241K	﹤0.01%	2787
2025 Q1	–	Sell	-5,549	Closed	-$396K	–	2985
2024 Q4	$396K	Buy	5,549 +2,504	+82%	+$197K	﹤0.01%	2158
2024 Q3	$213K	Buy	+3,045	New	+$196K	﹤0.01%	2411

Other funds holding APOG

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's APOG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Apogee Enterprises (APOG) in Q2 2026: 10,907 shares worth $423K. The stake represents ﹤0.01% of the portfolio and ranks #2850 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in APOG as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in APOG in Q3 2024 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

Wealth Enhancement Advisory Services held 10,907 shares of Apogee Enterprises worth $423K as of Q2 2026.
Apogee Enterprises was a new Wealth Enhancement Advisory Services position in Q2 2026.
Apogee Enterprises made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2850 holding.
Wealth Enhancement Advisory Services first reported a position in Apogee Enterprises in Q3 2024 and has held it in 6 quarters since.
19 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.