Institute for Wealth Management’s Apogee Therapeutics APGE Stock Holding History

Institute for Wealth 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	$1.14K	Buy	+9	New	+$811	﹤0.01%	1646

Other funds holding APGE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RCP

Remedium Capital Partners Fort Lauderdale, Florida $452M AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Institute for Wealth Management's APGE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Apogee Therapeutics (APGE) in Q2 2026: 9 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #1646 among its holdings.

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

Institute for Wealth Management held 9 shares of Apogee Therapeutics worth $1.14K as of Q2 2026.
Apogee Therapeutics was a new Institute for Wealth Management position in Q2 2026.
Apogee Therapeutics made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1646 holding.
82 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.