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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

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Affinity Asset Advisors's APGE Position: Q1 2026 in Review

Affinity Asset Advisors increased its Apogee Therapeutics (APGE) stake by 4% in Q1 2026, buying an estimated $3.63M and bringing the position to 1,284,926 shares worth $108M. The position accounts for 5.59% of the portfolio, ranked #2.

Affinity Asset Advisors first reported a position in APGE in Q3 2023 and has held it in 11 quarters since. 224 funds tracked by Wall St. Rank hold APGE as of Q1 2026.

  • Affinity Asset Advisors held 1,284,926 shares of Apogee Therapeutics worth $108M as of Q1 2026.
  • Affinity Asset Advisors bought 50,000 Apogee Therapeutics shares in Q1 2026, an estimated $3.63M.
  • Apogee Therapeutics made up 5.59% of Affinity Asset Advisors's portfolio in Q1 2026, its #2 holding.
  • Affinity Asset Advisors first reported a position in Apogee Therapeutics in Q3 2023 and has held it in 11 quarters since.
  • 224 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q1 2026.

Based on Affinity Asset Advisors's 13F filing for Q1 2026, filed 14 May 2026.