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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
Q1 		$694K Buy
+8,243
New +$599K 0.07% 214

Other funds holding APGE

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Marks Group Wealth Management's APGE Position: Q1 2026 in Review

Marks Group Wealth Management opened a new position in Apogee Therapeutics (APGE) in Q1 2026: 8,243 shares worth $694K. The stake represents 0.07% of the portfolio and ranks #214 among its holdings.

224 funds tracked by Wall St. Rank hold APGE as of Q1 2026.

  • Marks Group Wealth Management held 8,243 shares of Apogee Therapeutics worth $694K as of Q1 2026.
  • Apogee Therapeutics was a new Marks Group Wealth Management position in Q1 2026.
  • Apogee Therapeutics made up 0.07% of Marks Group Wealth Management's portfolio in Q1 2026, its #214 holding.
  • 224 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.