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APLS

Carlson Capital’s Apellis Pharmaceuticals APLS Stock Holding History

Carlson Capital’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 		$1.21M Buy
+30,000
New +$646K 0.38% 48

Other funds holding APLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Carlson Capital's APLS Position: Q1 2026 in Review

Carlson Capital opened a new position in Apellis Pharmaceuticals (APLS) in Q1 2026: 30,000 shares worth $1.21M. The stake represents 0.38% of the portfolio and ranks #48 among its holdings.

321 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

  • Carlson Capital held 30,000 shares of Apellis Pharmaceuticals worth $1.21M as of Q1 2026.
  • Apellis Pharmaceuticals was a new Carlson Capital position in Q1 2026.
  • Apellis Pharmaceuticals made up 0.38% of Carlson Capital's portfolio in Q1 2026, its #48 holding.
  • 321 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on Carlson Capital's 13F filing for Q1 2026, filed 28 May 2026.