CWC
APLS

Carolinas Wealth Consulting’s Apellis Pharmaceuticals APLS Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-39
Closed -$848 – 55
2025
Q1 		$848 Hold
39
– – ﹤0.01% 923
2024
Q4 		$1.24K Hold
39
– – ﹤0.01% 910
2024
Q3 		$1.12K Hold
39
– – ﹤0.01% 907
2024
Q2 		$1.49K Hold
39
– – ﹤0.01% 848
2024
Q1 		$2.28K Sell
39
-14
-26% -$892 ﹤0.01% 776
2023
Q4 		$3.15K Buy
53
+14
+36% +$710 ﹤0.01% 689
2023
Q3 		$1.89K Hold
39
– – ﹤0.01% 755
2023
Q2 		$3.53K Hold
39
– – ﹤0.01% 734
2023
Q1 		$2.56K Buy
+39
New +$2.25K ﹤0.01% 783

Other funds holding APLS

ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Carolinas Wealth Consulting's APLS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Apellis Pharmaceuticals (APLS) in Q2 2025, closing a stake of 39 shares — an estimated $848 sold.

Carolinas Wealth Consulting first reported a position in APLS in Q1 2023 and held it in 9 quarters. The position peaked at $3.53K in Q2 2023. 247 funds tracked by Wall St. Rank hold APLS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Apellis Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 39 Apellis Pharmaceuticals shares in Q2 2025, an estimated $848.
  • Carolinas Wealth Consulting first reported a position in Apellis Pharmaceuticals in Q1 2023 and held it in 9 quarters.
  • Carolinas Wealth Consulting's Apellis Pharmaceuticals position peaked at $3.53K in Q2 2023.
  • 247 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.