CAL
APLS

Capital Analysts LLC’s Apellis Pharmaceuticals APLS Stock Holding History

Capital Analysts LLC’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
-57
Closed -$2K – 1542
2026
Q1 		$2K Hold
57
– – ﹤0.01% 1444
2025
Q4 		$1K Hold
57
– – ﹤0.01% 1436
2025
Q3 		$1K Hold
57
– – ﹤0.01% 1396
2025
Q2 		$1K Hold
57
– – ﹤0.01% 1334
2025
Q1 		$1K Buy
+57
New +$1.57K ﹤0.01% 1324
2022
Q1 		– Sell
-57
Closed -$3K – 938
2021
Q4 		$3K Buy
+57
New +$2.24K ﹤0.01% 927

Other funds holding APLS

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

Capital Analysts LLC's APLS Position: Q2 2026 in Review

Capital Analysts LLC sold out of Apellis Pharmaceuticals (APLS) in Q2 2026, closing a stake of 57 shares — an estimated $2K sold.

Capital Analysts LLC first reported a position in APLS in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q4 2021. 1 fund tracked by Wall St. Rank holds APLS as of Q2 2026.

  • Capital Analysts LLC reported no remaining Apellis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 57 Apellis Pharmaceuticals shares in Q2 2026, an estimated $2K.
  • Capital Analysts LLC first reported a position in Apellis Pharmaceuticals in Q4 2021 and held it in 6 quarters.
  • Capital Analysts LLC's Apellis Pharmaceuticals position peaked at $3K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.