Montag & Associates’s Apogee Therapeutics APGE Stock Holding History

Montag & Associates’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
2025 Q4	–	Sell	-4	Closed	-$159	–	962
2025 Q3	$159	Buy	+4	New	+$153	﹤0.01%	1116

Other funds holding APGE

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Montag & Associates's APGE Position: Q4 2025 in Review

Montag & Associates sold out of Apogee Therapeutics (APGE) in Q4 2025, closing a stake of 4 shares — an estimated $159 sold.

Montag & Associates first reported a position in APGE in Q3 2025 and held it in 1 quarter. The position peaked at $159 in Q3 2025. 206 funds tracked by Wall St. Rank hold APGE as of Q4 2025.

Montag & Associates reported no remaining Apogee Therapeutics position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 4 Apogee Therapeutics shares in Q4 2025, an estimated $159.
Montag & Associates first reported a position in Apogee Therapeutics in Q3 2025 and held it in 1 quarter.
Montag & Associates's Apogee Therapeutics position peaked at $159 in Q3 2025.
206 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.