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Root Financial Partners’s Apogee Therapeutics APGE Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-4
Closed -$337 – 570
2026
Q1 		$337 Buy
+4
New +$290 ﹤0.01% 2992

Other funds holding APGE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

Root Financial Partners's APGE Position: Q2 2026 in Review

Root Financial Partners sold out of Apogee Therapeutics (APGE) in Q2 2026, closing a stake of 4 shares — an estimated $337 sold.

Root Financial Partners first reported a position in APGE in Q1 2026 and held it in 1 quarter. The position peaked at $337 in Q1 2026. 33 funds tracked by Wall St. Rank hold APGE as of Q2 2026.

  • Root Financial Partners reported no remaining Apogee Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 Apogee Therapeutics shares in Q2 2026, an estimated $337.
  • Root Financial Partners first reported a position in Apogee Therapeutics in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Apogee Therapeutics position peaked at $337 in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.