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Principal Securities’s Apogee Therapeutics APGE Stock Holding History

Principal Securities’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
-5
Closed -$199 – 1452
2025
Q3 		$199 Hold
5
– – ﹤0.01% 3650
2025
Q2 		$217 Buy
+5
New +$190 ﹤0.01% 3591

Other funds holding APGE

VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
PA
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
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Principal Securities's APGE Position: Q4 2025 in Review

Principal Securities sold out of Apogee Therapeutics (APGE) in Q4 2025, closing a stake of 5 shares — an estimated $199 sold.

Principal Securities first reported a position in APGE in Q2 2025 and held it in 2 quarters. The position peaked at $217 in Q2 2025. 206 funds tracked by Wall St. Rank hold APGE as of Q4 2025.

  • Principal Securities reported no remaining Apogee Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 5 Apogee Therapeutics shares in Q4 2025, an estimated $199.
  • Principal Securities first reported a position in Apogee Therapeutics in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Apogee Therapeutics position peaked at $217 in Q2 2025.
  • 206 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.