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APGE

Affinity Asset Advisors’s Apogee Therapeutics APGE Stock Holding History

Affinity Asset Advisors’s Portfolio APGE Stock Details APGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,500
Closed -$109K – 99
2025
Q2 		$109K Buy
+2,500
New +$95.1K 0.01% 86

Other funds holding APGE

VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Affinity Asset Advisors's APGE Position: Q2 2026 in Review

Affinity Asset Advisors reduced its Apogee Therapeutics (APGE) stake by 23% in Q2 2026, selling an estimated $26.8M and leaving 987,000 shares worth $131M. The position accounts for 5.92% of the portfolio, ranked #2.

Affinity Asset Advisors first reported a position in APGE in Q3 2023 and has held it in 12 quarters since. 289 funds tracked by Wall St. Rank hold APGE as of Q2 2026.

  • Affinity Asset Advisors held 987,000 shares of Apogee Therapeutics worth $131M as of Q2 2026.
  • Affinity Asset Advisors sold 297,926 Apogee Therapeutics shares in Q2 2026, an estimated $26.8M.
  • Apogee Therapeutics made up 5.92% of Affinity Asset Advisors's portfolio in Q2 2026, its #2 holding.
  • Affinity Asset Advisors first reported a position in Apogee Therapeutics in Q3 2023 and has held it in 12 quarters since.
  • 289 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

Based on Affinity Asset Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.