VIA
APGE

Virtus Investment Advisers’s Apogee Therapeutics APGE Stock Holding History

Virtus Investment Advisers’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 		$492K Buy
3,705
+167
+5% +$15K 0.11% 212
2026
Q1 		$298K Buy
3,538
+87
+3% +$6.32K 0.08% 278
2025
Q4 		$260K Buy
3,451
+733
+27% +$46.2K 0.07% 311
2025
Q3 		$108K Buy
2,718
+472
+21% +$18K 0.03% 416
2025
Q2 		$97.5K Sell
2,246
-1,455
-39% -$55.4K 0.03% 344
2025
Q1 		$138K Buy
+3,701
New +$143K 0.04% 358

Other funds holding APGE

VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Virtus Investment Advisers's APGE Position: Q2 2026 in Review

Virtus Investment Advisers increased its Apogee Therapeutics (APGE) stake by 4.7% in Q2 2026, buying an estimated $15K and bringing the position to 3,705 shares worth $492K. The position accounts for 0.11% of the portfolio, ranked #212.

Virtus Investment Advisers first reported a position in APGE in Q1 2025 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold APGE as of Q2 2026.

  • Virtus Investment Advisers held 3,705 shares of Apogee Therapeutics worth $492K as of Q2 2026.
  • Virtus Investment Advisers bought 167 Apogee Therapeutics shares in Q2 2026, an estimated $15K.
  • Apogee Therapeutics made up 0.11% of Virtus Investment Advisers's portfolio in Q2 2026, its #212 holding.
  • Virtus Investment Advisers first reported a position in Apogee Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • 289 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.