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
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

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T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return