Wealth Enhancement Advisory Services
APOG icon

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

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 $3.37T 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

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. 237 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.
  • 237 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.