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Blue Trust Inc’s Apogee Therapeutics APGE Stock Holding History

Blue Trust Inc’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
2026
Q1 		– Sell
-8
Closed -$604 – 2514
2025
Q4 		$604 Buy
+8
New +$504 ﹤0.01% 2362

Other funds holding APGE

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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

Blue Trust Inc's APGE Position: Q1 2026 in Review

Blue Trust Inc sold out of Apogee Therapeutics (APGE) in Q1 2026, closing a stake of 8 shares — an estimated $604 sold.

Blue Trust Inc first reported a position in APGE in Q4 2025 and held it in 1 quarter. The position peaked at $604 in Q4 2025. 224 funds tracked by Wall St. Rank hold APGE as of Q1 2026.

  • Blue Trust Inc reported no remaining Apogee Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 8 Apogee Therapeutics shares in Q1 2026, an estimated $604.
  • Blue Trust Inc first reported a position in Apogee Therapeutics in Q4 2025 and held it in 1 quarter.
  • Blue Trust Inc's Apogee Therapeutics position peaked at $604 in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.