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IFP Advisors’s Apogee Therapeutics APGE Stock Holding History

IFP 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 		$9.56K Buy
72
+45
+167% +$4.05K ﹤0.01% 3426
2026
Q1 		$2.27K Buy
27
+25
+1,250% +$1.82K ﹤0.01% 3914
2025
Q4 		$151 Hold
2
– – ﹤0.01% 4521
2025
Q3 		$79 Buy
+2
New +$76 ﹤0.01% 4581
2025
Q2 		– Hold
0
– – – 3338
2025
Q1 		– Hold
0
– – – 3820
2024
Q4 		– Hold
0
– – – 3668

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

IFP Advisors's APGE Position: Q2 2026 in Review

IFP Advisors increased its Apogee Therapeutics (APGE) stake by 167% in Q2 2026, buying an estimated $4.05K and bringing the position to 72 shares worth $9.56K. The position accounts for ﹤0.01% of the portfolio, ranked #3426.

IFP Advisors first reported a position in APGE in Q3 2025 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold APGE as of Q2 2026.

  • IFP Advisors held 72 shares of Apogee Therapeutics worth $9.56K as of Q2 2026.
  • IFP Advisors bought 45 Apogee Therapeutics shares in Q2 2026, an estimated $4.05K.
  • Apogee Therapeutics made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3426 holding.
  • IFP Advisors first reported a position in Apogee Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • 288 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.