Rothschild Investment LLC’s Apogee Therapeutics APGE Stock Holding History

Rothschild Investment 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 Q2	$6.5K	Sell	49 -38	-44%	-$3.42K	﹤0.01%	2135
2026 Q1	$7.32K	Buy	87 +10	+13%	+$726	﹤0.01%	1856
2025 Q4	$5.81K	Buy	77 +2	+3%	+$126	﹤0.01%	1810
2025 Q3	$2.98K	Sell	75 -10	-12%	-$382	﹤0.01%	1980
2025 Q2	$3.69K	Hold	85	–	–	﹤0.01%	1660
2025 Q1	$3.18K	Buy	85 +60	+240%	+$2.32K	﹤0.01%	1651
2024 Q4	$1.13K	Sell	25 -10	-29%	-$510	﹤0.01%	2141
2024 Q3	$2.06K	Buy	35 +20	+133%	+$958	﹤0.01%	1713
2024 Q2	$590	Buy	15 +10	+200%	+$485	﹤0.01%	1908
2024 Q1	$332	Buy	+5	New	+$218	﹤0.01%	1506

Other funds holding APGE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RCP

Remedium Capital Partners Fort Lauderdale, Florida $452M AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Rothschild Investment LLC's APGE Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Apogee Therapeutics (APGE) stake by 44% in Q2 2026, selling an estimated $3.42K and leaving 49 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2135.

Rothschild Investment LLC first reported a position in APGE in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.32K in Q1 2026. 77 funds tracked by Wall St. Rank hold APGE as of Q2 2026.

Rothschild Investment LLC held 49 shares of Apogee Therapeutics worth $6.5K as of Q2 2026.
Rothschild Investment LLC sold 38 Apogee Therapeutics shares in Q2 2026, an estimated $3.42K.
Apogee Therapeutics made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2135 holding.
Rothschild Investment LLC first reported a position in Apogee Therapeutics in Q1 2024 and has held it in 10 quarters since.
Rothschild Investment LLC's Apogee Therapeutics position peaked at $7.32K in Q1 2026.
77 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.