Allworth Financial’s Apellis Pharmaceuticals APLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,143
| Closed | -$46K | – | 5165 |
|
|
2026
Q1 | $46K | Buy |
1,143
+133
| +13% | +$2.87K | ﹤0.01% | 2384 |
|
|
2025
Q4 | $25.4K | Sell |
1,010
-1,184
| -54% | -$27.8K | ﹤0.01% | 2650 |
|
|
2025
Q3 | $49.7K | Buy |
2,194
+857
| +64% | +$20K | ﹤0.01% | 2109 |
|
|
2025
Q2 | $23.1K | Buy |
1,337
+1,121
| +519% | +$20.8K | ﹤0.01% | 2431 |
|
|
2025
Q1 | $3.79K | Buy |
216
+14
| +7% | +$387 | ﹤0.01% | 2909 |
|
|
2024
Q4 | $6.14K | Buy |
202
+95
| +89% | +$2.86K | ﹤0.01% | 2662 |
|
|
2024
Q3 | $3.09K | Buy |
107
+62
| +138% | +$2.3K | ﹤0.01% | 2772 |
|
|
2024
Q2 | $1.71K | Sell |
45
-290
| -87% | -$13.1K | ﹤0.01% | 2989 |
|
|
2024
Q1 | $19.7K | Sell |
335
-23
| -6% | -$1.47K | ﹤0.01% | 1784 |
|
|
2023
Q4 | $21.4K | Buy |
358
+260
| +265% | +$13.2K | ﹤0.01% | 1608 |
|
|
2023
Q3 | $3.73K | Buy |
98
+63
| +180% | +$2.77K | ﹤0.01% | 2255 |
|
|
2023
Q2 | $3.19K | Buy |
35
+14
| +67% | +$1.21K | ﹤0.01% | 2297 |
|
|
2023
Q1 | $1.39K | Sell |
21
-29
| -58% | -$1.67K | ﹤0.01% | 2547 |
|
|
2022
Q4 | $2.59K | Buy |
50
+3
| +6% | +$159 | ﹤0.01% | 2143 |
|
|
2022
Q3 | $3K | Buy |
47
+32
| +213% | +$1.89K | ﹤0.01% | 2000 |
|
|
2022
Q2 | $1K | Buy |
15
+11
| +275% | +$502 | ﹤0.01% | 2079 |
|
|
2022
Q1 | $0 | Sell |
4
-200
| -98% | -$8.83K | ﹤0.01% | 2094 |
|
|
2021
Q4 | $10K | Buy |
+204
| New | +$8.03K | ﹤0.01% | 1370 |
|
Other funds holding APLS
Allworth Financial's APLS Position: Q2 2026 in Review
Allworth Financial sold out of Apellis Pharmaceuticals (APLS) in Q2 2026, closing a stake of 1,143 shares — an estimated $46K sold.
Allworth Financial first reported a position in APLS in Q4 2021 and held it in 18 quarters. The position peaked at $49.7K in Q3 2025. 1 fund tracked by Wall St. Rank holds APLS as of Q2 2026.
- Allworth Financial reported no remaining Apellis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
- Allworth Financial sold 1,143 Apellis Pharmaceuticals shares in Q2 2026, an estimated $46K.
- Allworth Financial first reported a position in Apellis Pharmaceuticals in Q4 2021 and held it in 18 quarters.
- Allworth Financial's Apellis Pharmaceuticals position peaked at $49.7K in Q3 2025.
- 1 fund tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.