BFG
APLS

Bleakley Financial Group’s Apellis Pharmaceuticals APLS Stock Holding History

Bleakley 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
Q4 		– Sell
-79,305
Closed -$1.79M – 682
2025
Q3 		$1.79M Buy
79,305
+2,217
+3% +$51.7K 0.04% 315
2025
Q2 		$1.33M Buy
77,088
+3,951
+5% +$73.1K 0.03% 352
2025
Q1 		$1.6M Sell
73,137
-368
-0.5% -$10.2K 0.05% 271
2024
Q4 		$2.35M Sell
73,505
-5,451
-7% -$164K 0.07% 228
2024
Q3 		$2.28M Buy
78,956
+210
+0.3% +$7.78K 0.07% 232
2024
Q2 		$3.02M Buy
78,746
+493
+0.6% +$22.3K 0.09% 208
2024
Q1 		$4.6M Buy
78,253
+7
+0% +$446 0.13% 149
2023
Q4 		$4.68M Sell
78,246
-134
-0.2% -$6.8K 0.15% 130
2023
Q3 		$2.98M Sell
78,380
-307
-0.4% -$13.5K 0.11% 177
2023
Q2 		$7.17M Sell
78,687
-103,190
-57% -$8.9M 0.22% 88
2023
Q1 		$12M Sell
181,877
-561
-0.3% -$32.4K 0.4% 50
2022
Q4 		$9.43M Buy
+182,438
New +$9.68M 0.34% 59

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

Bleakley Financial Group's APLS Position: Q4 2025 in Review

Bleakley Financial Group sold out of Apellis Pharmaceuticals (APLS) in Q4 2025, closing a stake of 79,305 shares — an estimated $1.79M sold.

Bleakley Financial Group first reported a position in APLS in Q4 2022 and held it in 12 quarters. The position peaked at $12M in Q1 2023. 279 funds tracked by Wall St. Rank hold APLS as of Q4 2025.

  • Bleakley Financial Group reported no remaining Apellis Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 79,305 Apellis Pharmaceuticals shares in Q4 2025, an estimated $1.79M.
  • Bleakley Financial Group first reported a position in Apellis Pharmaceuticals in Q4 2022 and held it in 12 quarters.
  • Bleakley Financial Group's Apellis Pharmaceuticals position peaked at $12M in Q1 2023.
  • 279 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2025.

Based on Bleakley Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.