BIA
APLS

Bell Investment Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Bell Investment Advisors’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
Q4 		– Sell
-19
Closed -$430 – 1812
2025
Q3 		$430 Buy
+19
New +$443 ﹤0.01% 1805
2025
Q2 		– Sell
-32
Closed -$700 – 1886
2025
Q1 		$700 Sell
32
-108
-77% -$2.98K ﹤0.01% 1659
2024
Q4 		$4.47K Buy
140
+36
+35% +$1.08K ﹤0.01% 973
2024
Q3 		$3K Sell
104
-9
-8% -$333 ﹤0.01% 1183
2024
Q2 		$4.33K Hold
113
– – ﹤0.01% 995
2024
Q1 		$6.64K Buy
113
+9
+9% +$574 ﹤0.01% 771
2023
Q4 		$6.23K Buy
104
+54
+108% +$2.74K ﹤0.01% 762
2023
Q3 		$1.9K Sell
50
-8
-14% -$351 ﹤0.01% 1297
2023
Q2 		$5.28K Hold
58
– – ﹤0.01% 795
2023
Q1 		$3.83K Buy
58
+8
+16% +$462 ﹤0.01% 912
2022
Q4 		$2.59K Hold
50
– – ﹤0.01% 1151
2022
Q3 		$3K Hold
50
– – ﹤0.01% 869
2022
Q2 		$2K Buy
+50
New +$2.28K ﹤0.01% 1085
2021
Q4 		$3K Buy
61
+24
+65% +$945 ﹤0.01% 941
2021
Q3 		$1K Buy
+37
New +$2.08K ﹤0.01% 1249

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 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 $1.89T AUM 35.08% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Bell Investment Advisors's APLS Position: Q4 2025 in Review

Bell Investment Advisors sold out of Apellis Pharmaceuticals (APLS) in Q4 2025, closing a stake of 19 shares — an estimated $430 sold.

Bell Investment Advisors first reported a position in APLS in Q3 2021 and held it in 15 quarters. The position peaked at $6.64K in Q1 2024. 279 funds tracked by Wall St. Rank hold APLS as of Q4 2025.

  • Bell Investment Advisors reported no remaining Apellis Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 19 Apellis Pharmaceuticals shares in Q4 2025, an estimated $430.
  • Bell Investment Advisors first reported a position in Apellis Pharmaceuticals in Q3 2021 and held it in 15 quarters.
  • Bell Investment Advisors's Apellis Pharmaceuticals position peaked at $6.64K in Q1 2024.
  • 279 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.