FM
APGE

Family Management’s Apogee Therapeutics APGE Stock Holding History

Family 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
2025
Q4 		– Sell
-5,589
Closed -$222K – 286
2025
Q3 		$222K Sell
5,589
-1,271
-19% -$48.5K 0.03% 199
2025
Q2 		$298K Hold
6,860
– – 0.04% 155
2025
Q1 		$256K Sell
6,860
-153
-2% -$5.92K 0.04% 150
2024
Q4 		$318K Sell
7,013
-1,066
-13% -$54.4K 0.05% 133
2024
Q3 		$475K Buy
8,079
+1,126
+16% +$54K 0.08% 115
2024
Q2 		$274K Buy
6,953
+213
+3% +$10.3K 0.05% 124
2024
Q1 		$448K Buy
+6,740
New +$294K 0.08% 106

Other funds holding APGE

VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Family Management's APGE Position: Q4 2025 in Review

Family Management sold out of Apogee Therapeutics (APGE) in Q4 2025, closing a stake of 5,589 shares — an estimated $222K sold.

Family Management first reported a position in APGE in Q1 2024 and held it in 7 quarters. The position peaked at $475K in Q3 2024. 206 funds tracked by Wall St. Rank hold APGE as of Q4 2025.

  • Family Management reported no remaining Apogee Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Family Management sold 5,589 Apogee Therapeutics shares in Q4 2025, an estimated $222K.
  • Family Management first reported a position in Apogee Therapeutics in Q1 2024 and held it in 7 quarters.
  • Family Management's Apogee Therapeutics position peaked at $475K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q4 2025.

Based on Family Management's 13F filing for Q4 2025, filed 17 Feb 2026.