Capital Advisors Ltd’s Apellis Pharmaceuticals APLS Stock Holding History

Capital Advisors Ltd’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 Q2	–	Sell	-1	Closed	–	–	1351
2026 Q1	$0	Hold	1	–	–	﹤0.01%	1349
2025 Q4	$0	Sell	1 -135	-99%	-$3.17K	﹤0.01%	1334
2025 Q3	$3K	Buy	+136	New	+$3.17K	﹤0.01%	984
2025 Q1	–	Sell	-6	Closed	–	–	1322
2024 Q4	$0	Buy	+6	New	+$180	﹤0.01%	1357
2023 Q3	–	Sell	-8	Closed	-$1K	–	1272
2023 Q2	$1K	Hold	8	–	–	﹤0.01%	1081
2023 Q1	$1K	Hold	8	–	–	﹤0.01%	977
2022 Q4	$0	Sell	8 -3	-27%	-$159	﹤0.01%	1200
2022 Q3	$1K	Buy	11 +3	+38%	+$178	﹤0.01%	952
2022 Q2	$0	Buy	+8	New	+$365	﹤0.01%	987

Other funds holding APLS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Capital Advisors Ltd's APLS Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Apellis Pharmaceuticals (APLS) in Q2 2026, closing a stake of 1 share.

Capital Advisors Ltd first reported a position in APLS in Q2 2022 and held it in 9 quarters. The position peaked at $3K in Q3 2025. 1 fund tracked by Wall St. Rank holds APLS as of Q2 2026.

Capital Advisors Ltd reported no remaining Apellis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Capital Advisors Ltd sold 1 Apellis Pharmaceuticals share in Q2 2026.
Capital Advisors Ltd first reported a position in Apellis Pharmaceuticals in Q2 2022 and held it in 9 quarters.
Capital Advisors Ltd's Apellis Pharmaceuticals position peaked at $3K in Q3 2025.
1 fund tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.