Wellington Management Group
APGE icon

Wellington Management Group’s Apogee Therapeutics APGE Stock Holding History

Wellington Management Group’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 		$74.9M Sell
564,326
-3,811,377
-87% -$343M 0.01% 619
2026
Q1 		$368M Sell
4,375,703
-370,882
-8% -$26.9M 0.07% 250
2025
Q4 		$358M Buy
4,746,585
+22,884
+0.5% +$1.44M 0.06% 263
2025
Q3 		$188M Buy
4,723,701
+917,991
+24% +$35.1M 0.03% 397
2025
Q2 		$165M Sell
3,805,710
-1,680,044
-31% -$63.9M 0.03% 396
2025
Q1 		$205M Buy
5,485,754
+968,391
+21% +$37.4M 0.04% 341
2024
Q4 		$205M Sell
4,517,363
-297,037
-6% -$15.1M 0.04% 363
2024
Q3 		$283M Buy
4,814,400
+1,267,451
+36% +$60.7M 0.05% 317
2024
Q2 		$140M Buy
3,546,949
+1,277,052
+56% +$62M 0.02% 463
2024
Q1 		$151M Buy
2,269,897
+678,419
+43% +$29.6M 0.03% 451
2023
Q4 		$44.4M Buy
1,591,478
+4,749
+0.3% +$95.2K 0.01% 743
2023
Q3 		$33M Buy
+1,586,729
New +$35M 0.01% 817

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

Wellington Management Group's APGE Position: Q2 2026 in Review

Wellington Management Group reduced its Apogee Therapeutics (APGE) stake by 87% in Q2 2026, selling an estimated $343M and leaving 564,326 shares worth $74.9M. The position accounts for 0.01% of the portfolio, ranked #619.

Wellington Management Group first reported a position in APGE in Q3 2023 and has held it in 12 quarters since. The position peaked at $368M in Q1 2026. 288 funds tracked by Wall St. Rank hold APGE as of Q2 2026.

  • Wellington Management Group held 564,326 shares of Apogee Therapeutics worth $74.9M as of Q2 2026.
  • Wellington Management Group sold 3,811,377 Apogee Therapeutics shares in Q2 2026, an estimated $343M.
  • Apogee Therapeutics made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #619 holding.
  • Wellington Management Group first reported a position in Apogee Therapeutics in Q3 2023 and has held it in 12 quarters since.
  • Wellington Management Group's Apogee Therapeutics position peaked at $368M in Q1 2026.
  • 288 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.