CAPTRUST Financial Advisors
APLS

CAPTRUST Financial Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

CAPTRUST Financial 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
-21,111
Closed -$478K – 2744
2025
Q3 		$478K Sell
21,111
-8,421
-29% -$196K ﹤0.01% 1849
2025
Q2 		$511K Buy
29,532
+252
+0.9% +$4.67K ﹤0.01% 1718
2025
Q1 		$640K Buy
29,280
+16,651
+132% +$460K ﹤0.01% 1503
2024
Q4 		$403K Buy
+12,629
New +$380K ﹤0.01% 1729
2022
Q3 		– Sell
-92
Closed -$4K – 2164
2022
Q2 		$4K Buy
92
+10
+12% +$456 ﹤0.01% 4158
2022
Q1 		$4K Sell
82
-244
-75% -$10.8K ﹤0.01% 4228
2021
Q4 		$15K Sell
326
-287
-47% -$11.3K ﹤0.01% 3466
2021
Q3 		$20K Buy
613
+494
+415% +$27.8K ﹤0.01% 3161
2021
Q2 		$8K Buy
119
+90
+310% +$4.64K ﹤0.01% 3645
2021
Q1 		$1K Buy
+29
New +$1.37K ﹤0.01% 4160

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

CAPTRUST Financial Advisors's APLS Position: Q4 2025 in Review

CAPTRUST Financial Advisors sold out of Apellis Pharmaceuticals (APLS) in Q4 2025, closing a stake of 21,111 shares — an estimated $478K sold.

CAPTRUST Financial Advisors first reported a position in APLS in Q1 2021 and held it in 10 quarters. The position peaked at $640K in Q1 2025. 279 funds tracked by Wall St. Rank hold APLS as of Q4 2025.

  • CAPTRUST Financial Advisors reported no remaining Apellis Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 21,111 Apellis Pharmaceuticals shares in Q4 2025, an estimated $478K.
  • CAPTRUST Financial Advisors first reported a position in Apellis Pharmaceuticals in Q1 2021 and held it in 10 quarters.
  • CAPTRUST Financial Advisors's Apellis Pharmaceuticals position peaked at $640K in Q1 2025.
  • 279 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.