Independent Advisor Alliance’s Apogee Therapeutics APGE Stock Holding History

Independent Advisor Alliance’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	$243K	Buy	+1,828	New	+$165K	0.01%	905

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

Independent Advisor Alliance's APGE Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Apogee Therapeutics (APGE) in Q2 2026: 1,828 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #905 among its holdings.

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

Independent Advisor Alliance held 1,828 shares of Apogee Therapeutics worth $243K as of Q2 2026.
Apogee Therapeutics was a new Independent Advisor Alliance position in Q2 2026.
Apogee Therapeutics made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #905 holding.
288 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.