BTI
APLS

Blue Trust Inc’s Apellis Pharmaceuticals APLS Stock Holding History

Blue Trust Inc’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
-14
Closed -$352 – 2515
2025
Q4 		$352 Buy
+14
New +$328 ﹤0.01% 2439
2025
Q2 		– Sell
-305
Closed -$6.67K – 2453
2025
Q1 		$6.67K Sell
305
-27
-8% -$746 ﹤0.01% 2050
2024
Q4 		$10.6K Sell
332
-372
-53% -$11.2K ﹤0.01% 1816
2024
Q3 		$27K Buy
704
+256
+57% +$9.48K ﹤0.01% 1829
2024
Q2 		$26.3K Buy
+448
New +$20.3K ﹤0.01% 1540
2024
Q1 		– Sell
-56
Closed -$2K – 2181
2023
Q4 		$2K Buy
+56
New +$2.84K ﹤0.01% 2089
2023
Q3 		– Sell
-4
Closed – – 2018
2023
Q2 		$0 Buy
+4
New +$345 ﹤0.01% 2014
2023
Q1 		– Sell
-9
Closed -$1K – 2287
2022
Q4 		$1K Buy
+9
New +$477 ﹤0.01% 2003

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

Blue Trust Inc's APLS Position: Q1 2026 in Review

Blue Trust Inc sold out of Apellis Pharmaceuticals (APLS) in Q1 2026, closing a stake of 14 shares — an estimated $352 sold.

Blue Trust Inc first reported a position in APLS in Q4 2022 and held it in 8 quarters. The position peaked at $27K in Q3 2024. 323 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

  • Blue Trust Inc reported no remaining Apellis Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 14 Apellis Pharmaceuticals shares in Q1 2026, an estimated $352.
  • Blue Trust Inc first reported a position in Apellis Pharmaceuticals in Q4 2022 and held it in 8 quarters.
  • Blue Trust Inc's Apellis Pharmaceuticals position peaked at $27K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.