Baird Financial Group
APLS

Baird Financial Group’s Apellis Pharmaceuticals APLS Stock Holding History

Baird Financial Group’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
2025
Q2 		– Sell
-55,529
Closed -$1.21M – 1770
2025
Q1 		$1.21M Buy
55,529
+864
+2% +$23.9K ﹤0.01% 1115
2024
Q4 		$1.74M Buy
54,665
+27,495
+101% +$827K ﹤0.01% 1011
2024
Q3 		$784K Buy
27,170
+142
+0.5% +$5.26K ﹤0.01% 1245
2024
Q2 		$1.04M Buy
27,028
+481
+2% +$21.8K ﹤0.01% 1162
2024
Q1 		$1.56M Buy
26,547
+630
+2% +$40.2K ﹤0.01% 1025
2023
Q4 		$1.55M Sell
25,917
-15,361
-37% -$779K ﹤0.01% 1005
2023
Q3 		$1.57M Buy
41,278
+2,144
+5% +$94.2K ﹤0.01% 982
2023
Q2 		$3.57M Sell
39,134
-21,735
-36% -$1.88M 0.01% 732
2023
Q1 		$4.01M Buy
60,869
+21,392
+54% +$1.23M 0.01% 660
2022
Q4 		$2.04M Buy
39,477
+7,533
+24% +$400K 0.01% 869
2022
Q3 		$2.18M Sell
31,944
-6,828
-18% -$404K 0.01% 805
2022
Q2 		$1.75M Sell
38,772
-15,494
-29% -$706K ﹤0.01% 899
2022
Q1 		$2.76M Buy
54,266
+1,191
+2% +$52.6K 0.01% 782
2021
Q4 		$2.51M Buy
53,075
+22,377
+73% +$881K 0.01% 840
2021
Q3 		$1.01M Buy
30,698
+542
+2% +$30.5K ﹤0.01% 1196
2021
Q2 		$1.91M Sell
30,156
-8,121
-21% -$419K 0.01% 948
2021
Q1 		$1.64M Buy
38,277
+21,500
+128% +$1.02M ﹤0.01% 962
2020
Q4 		$960K Sell
16,777
-5,001
-23% -$212K ﹤0.01% 1013
2020
Q3 		$657K Buy
21,778
+75
+0.3% +$2.24K ﹤0.01% 1075
2020
Q2 		$709K Buy
21,703
+1,455
+7% +$46.7K ﹤0.01% 1050
2020
Q1 		$542K Sell
20,248
-4,375
-18% -$155K ﹤0.01% 1035
2019
Q4 		$754K Sell
24,623
-35,459
-59% -$981K ﹤0.01% 1056
2019
Q3 		$1.45M Sell
60,082
-5,147
-8% -$142K 0.01% 870
2019
Q2 		$1.65M Buy
+65,229
New +$1.33M 0.01% 834

Other funds holding APLS

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baird Financial Group's APLS Position: Q2 2025 in Review

Baird Financial Group sold out of Apellis Pharmaceuticals (APLS) in Q2 2025, closing a stake of 55,529 shares — an estimated $1.21M sold.

Baird Financial Group first reported a position in APLS in Q2 2019 and held it in 24 quarters. The position peaked at $4.01M in Q1 2023. 247 funds tracked by Wall St. Rank hold APLS as of Q2 2025.

  • Baird Financial Group reported no remaining Apellis Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Baird Financial Group sold 55,529 Apellis Pharmaceuticals shares in Q2 2025, an estimated $1.21M.
  • Baird Financial Group first reported a position in Apellis Pharmaceuticals in Q2 2019 and held it in 24 quarters.
  • Baird Financial Group's Apellis Pharmaceuticals position peaked at $4.01M in Q1 2023.
  • 247 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2025.

Based on Baird Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.