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Marks Group Wealth Management’s Apogee Therapeutics APGE Stock Holding History

Marks Group 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 		$1.21M Buy
9,088
+845
+10% +$76.1K 0.11% 184
2026
Q1 		$694K Buy
+8,243
New +$599K 0.07% 214

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

Marks Group Wealth Management's APGE Position: Q2 2026 in Review

Marks Group Wealth Management increased its Apogee Therapeutics (APGE) stake by 10% in Q2 2026, buying an estimated $76.1K and bringing the position to 9,088 shares worth $1.21M. The position accounts for 0.11% of the portfolio, ranked #184.

Marks Group Wealth Management first reported a position in APGE in Q1 2026 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold APGE as of Q2 2026.

  • Marks Group Wealth Management held 9,088 shares of Apogee Therapeutics worth $1.21M as of Q2 2026.
  • Marks Group Wealth Management bought 845 Apogee Therapeutics shares in Q2 2026, an estimated $76.1K.
  • Apogee Therapeutics made up 0.11% of Marks Group Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Marks Group Wealth Management first reported a position in Apogee Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

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