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EverSource Wealth Advisors’s Apogee Therapeutics APGE Stock Holding History

EverSource Wealth 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 		$26.9K Sell
203
-442
-69% -$39.8K ﹤0.01% 2221
2026
Q1 		$54.3K Buy
645
+246
+62% +$17.9K ﹤0.01% 1820
2025
Q4 		$30.1K Buy
399
+124
+45% +$7.81K ﹤0.01% 2102
2025
Q3 		$10.9K Buy
275
+221
+409% +$8.44K ﹤0.01% 2778
2025
Q2 		$2.35K Buy
54
+47
+671% +$1.79K ﹤0.01% 3453
2025
Q1 		$262 Sell
7
-4
-36% -$155 ﹤0.01% 3635
2024
Q4 		$498 Buy
+11
New +$561 ﹤0.01% 3200

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

EverSource Wealth Advisors's APGE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Apogee Therapeutics (APGE) stake by 69% in Q2 2026, selling an estimated $39.8K and leaving 203 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

EverSource Wealth Advisors first reported a position in APGE in Q4 2024 and has held it in 7 quarters since. The position peaked at $54.3K in Q1 2026. 288 funds tracked by Wall St. Rank hold APGE as of Q2 2026.

  • EverSource Wealth Advisors held 203 shares of Apogee Therapeutics worth $26.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 442 Apogee Therapeutics shares in Q2 2026, an estimated $39.8K.
  • Apogee Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2221 holding.
  • EverSource Wealth Advisors first reported a position in Apogee Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Apogee Therapeutics position peaked at $54.3K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.