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Red Tortoise LLC’s Apogee Therapeutics APGE Stock Holding History

Red Tortoise LLC’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 		$5.81K Hold
69
– – ﹤0.01% 361
2025
Q4 		$5.21K Hold
69
– – ﹤0.01% 377
2025
Q3 		$2.74K Hold
69
– – ﹤0.01% 488
2025
Q2 		$3K Sell
69
-25
-27% -$951 ﹤0.01% 453
2025
Q1 		$3.51K Hold
94
– – ﹤0.01% 408
2024
Q4 		$4.26K Hold
94
– – ﹤0.01% 386
2024
Q3 		$5.52K Hold
94
– – ﹤0.01% 344
2024
Q2 		$3.7K Hold
94
– – ﹤0.01% 395
2024
Q1 		$6.25K Hold
94
– – ﹤0.01% 313
2023
Q4 		$2.63K Buy
+94
New +$1.88K ﹤0.01% 416

Other funds holding APGE

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 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
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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

Red Tortoise LLC's APGE Position: Q1 2026 in Review

Red Tortoise LLC held its Apogee Therapeutics (APGE) position steady in Q1 2026 at 69 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Red Tortoise LLC first reported a position in APGE in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.25K in Q1 2024. 224 funds tracked by Wall St. Rank hold APGE as of Q1 2026.

  • Red Tortoise LLC held 69 shares of Apogee Therapeutics worth $5.81K as of Q1 2026.
  • Red Tortoise LLC left its Apogee Therapeutics share count unchanged in Q1 2026.
  • Apogee Therapeutics made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #361 holding.
  • Red Tortoise LLC first reported a position in Apogee Therapeutics in Q4 2023 and has held it in 10 quarters since.
  • Red Tortoise LLC's Apogee Therapeutics position peaked at $6.25K in Q1 2024.
  • 224 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.