Clearstead Advisors’s Apogee Therapeutics APGE Stock Holding History

Clearstead 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
2026 Q2	$133	Buy	+1	New	+$90	﹤0.01%	3295

Other funds holding APGE

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

Clearstead Advisors's APGE Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Apogee Therapeutics (APGE) in Q2 2026: 1 share worth $133. The stake represents ﹤0.01% of the portfolio and ranks #3295 among its holdings.

288 funds tracked by Wall St. Rank hold APGE as of Q2 2026.

Clearstead Advisors held 1 share of Apogee Therapeutics worth $133 as of Q2 2026.
Apogee Therapeutics was a new Clearstead Advisors position in Q2 2026.
Apogee Therapeutics made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3295 holding.
288 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.