CFM
APGE

Cornerstone Financial Management’s Apogee Therapeutics APGE Stock Holding History

Cornerstone Financial Management’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 		$3.98K Hold
30
– – ﹤0.01% 667
2026
Q1 		$2.52K Hold
30
– – ﹤0.01% 660
2025
Q4 		$2.26K Buy
+30
New +$1.89K ﹤0.01% 645

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

Cornerstone Financial Management's APGE Position: Q2 2026 in Review

Cornerstone Financial Management held its Apogee Therapeutics (APGE) position steady in Q2 2026 at 30 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Cornerstone Financial Management first reported a position in APGE in Q4 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold APGE as of Q2 2026.

  • Cornerstone Financial Management held 30 shares of Apogee Therapeutics worth $3.98K as of Q2 2026.
  • Cornerstone Financial Management left its Apogee Therapeutics share count unchanged in Q2 2026.
  • Apogee Therapeutics made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #667 holding.
  • Cornerstone Financial Management first reported a position in Apogee Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.