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Rise Advisors’s Apogee Therapeutics APGE Stock Holding History

Rise Advisors’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
-16
Closed -$636 – 185
2025
Q3 		$636 Hold
16
– – ﹤0.01% 1355
2025
Q2 		$695 Sell
16
-15
-48% -$571 ﹤0.01% 1348
2025
Q1 		$1.16K Buy
+31
New +$1.2K ﹤0.01% 1220

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

Rise Advisors's APGE Position: Q4 2025 in Review

Rise Advisors sold out of Apogee Therapeutics (APGE) in Q4 2025, closing a stake of 16 shares — an estimated $636 sold.

Rise Advisors first reported a position in APGE in Q1 2025 and held it in 3 quarters. The position peaked at $1.16K in Q1 2025. 206 funds tracked by Wall St. Rank hold APGE as of Q4 2025.

  • Rise Advisors reported no remaining Apogee Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 16 Apogee Therapeutics shares in Q4 2025, an estimated $636.
  • Rise Advisors first reported a position in Apogee Therapeutics in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Apogee Therapeutics position peaked at $1.16K in Q1 2025.
  • 206 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.