APW
APLS

Atlantic Private Wealth’s Apellis Pharmaceuticals APLS Stock Holding History

Atlantic Private Wealth’s Portfolio APLS Stock Details APLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,000
Closed -$25.1K – 320
2025
Q4 		$25.1K Buy
1,000
+400
+67% +$9.38K 0.02% 159
2025
Q3 		$13.6K Hold
600
– – 0.01% 170
2025
Q2 		$10.4K Hold
600
– – 0.01% 177
2025
Q1 		$13.1K Hold
600
– – 0.01% 171
2024
Q4 		$19.1K Hold
600
– – 0.01% 144
2024
Q3 		$17.3K Buy
+600
New +$22.2K 0.01% 142

Other funds holding APLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Atlantic Private Wealth's APLS Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Apellis Pharmaceuticals (APLS) in Q1 2026, closing a stake of 1,000 shares — an estimated $25.1K sold.

Atlantic Private Wealth first reported a position in APLS in Q3 2024 and held it in 6 quarters. The position peaked at $25.1K in Q4 2025. 323 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

  • Atlantic Private Wealth reported no remaining Apellis Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Atlantic Private Wealth sold 1,000 Apellis Pharmaceuticals shares in Q1 2026, an estimated $25.1K.
  • Atlantic Private Wealth first reported a position in Apellis Pharmaceuticals in Q3 2024 and held it in 6 quarters.
  • Atlantic Private Wealth's Apellis Pharmaceuticals position peaked at $25.1K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.