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Yousif Capital Management’s Apogee Enterprises APOG Stock Holding History

Yousif Capital Management’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 		$262K Buy
+5,737
New +$214K ﹤0.01% 1540
2026
Q1 		– Sell
-5,856
Closed -$218K – 1861
2025
Q4 		$218K Sell
5,856
-837
-13% -$31.6K ﹤0.01% 1760
2025
Q3 		$292K Sell
6,693
-1,474
-18% -$63.3K ﹤0.01% 1665
2025
Q2 		$332K Sell
8,167
-22
-0.3% -$908 ﹤0.01% 1629
2025
Q1 		$379K Sell
8,189
-159
-2% -$8.12K ﹤0.01% 1555
2024
Q4 		$596K Sell
8,348
-229
-3% -$18K 0.01% 1406
2024
Q3 		$601K Sell
8,577
-315
-4% -$20.3K 0.01% 1425
2024
Q2 		$559K Sell
8,892
-1,108
-11% -$68.8K 0.01% 1424
2024
Q1 		$592K Sell
10,000
-970
-9% -$53.6K 0.01% 1448
2023
Q4 		$586K Buy
10,970
+20
+0.2% +$931 0.01% 1466
2023
Q3 		$516K Sell
10,950
-950
-8% -$46.2K 0.01% 1465
2023
Q2 		$565K Sell
11,900
-702
-6% -$29.3K 0.01% 1440
2023
Q1 		$545K Sell
12,602
-1,480
-11% -$66.5K 0.01% 1452
2022
Q4 		$626K Sell
14,082
-3,850
-21% -$174K 0.01% 1398
2022
Q3 		$685K Sell
17,932
-357
-2% -$14.5K 0.01% 1377
2022
Q2 		$717K Sell
18,289
-4,090
-18% -$175K 0.01% 1395
2022
Q1 		$1.06M Sell
22,379
-560
-2% -$26.1K 0.01% 1327
2021
Q4 		$1.1M Buy
+22,939
New +$1M 0.01% 1324

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
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
GI
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

Yousif Capital Management's APOG Position: Q2 2026 in Review

Yousif Capital Management opened a new position in Apogee Enterprises (APOG) in Q2 2026: 5,737 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1540 among its holdings. This is a return to the name: Yousif Capital Management previously reported a position in APOG as recently as Q4 2025.

Yousif Capital Management first reported a position in APOG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.1M in Q4 2021. 19 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Yousif Capital Management held 5,737 shares of Apogee Enterprises worth $262K as of Q2 2026.
  • Apogee Enterprises was a new Yousif Capital Management position in Q2 2026.
  • Apogee Enterprises made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1540 holding.
  • Yousif Capital Management first reported a position in Apogee Enterprises in Q4 2021 and has held it in 18 quarters since.
  • Yousif Capital Management's Apogee Enterprises position peaked at $1.1M in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.