Clearstead Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Clearstead 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
2026 Q1	–	Sell	-13	Closed	-$327	–	2278
2025 Q4	$327	Sell	13 -1,706	-99%	-$40K	﹤0.01%	2366
2025 Q3	$38.9K	Sell	1,719 -1,392	-45%	-$32.5K	﹤0.01%	1362
2025 Q2	$53.9K	Buy	3,111 +1,300	+72%	+$24.1K	﹤0.01%	1267
2025 Q1	$39.6K	Buy	+1,811	New	+$50K	﹤0.01%	1228
2024 Q4	–	Sell	-542	Closed	-$15.6K	–	2099
2024 Q3	$15.6K	Buy	542 +117	+28%	+$4.33K	﹤0.01%	1489
2024 Q2	$16.3K	Buy	+425	New	+$19.2K	﹤0.01%	1434
2023 Q4	–	Sell	-900	Closed	-$34.2K	–	1520
2023 Q3	$34.2K	Buy	900 +392	+77%	+$17.2K	﹤0.01%	942
2023 Q2	$46.3K	Buy	508 +103	+25%	+$8.89K	﹤0.01%	737
2023 Q1	$26.7K	Buy	+405	New	+$23.4K	﹤0.01%	796

Other funds holding APLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Clearstead Advisors's APLS Position: Q1 2026 in Review

Clearstead Advisors sold out of Apellis Pharmaceuticals (APLS) in Q1 2026, closing a stake of 13 shares — an estimated $327 sold.

Clearstead Advisors first reported a position in APLS in Q1 2023 and held it in 9 quarters. The position peaked at $53.9K in Q2 2025. 323 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

Clearstead Advisors reported no remaining Apellis Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 13 Apellis Pharmaceuticals shares in Q1 2026, an estimated $327.
Clearstead Advisors first reported a position in Apellis Pharmaceuticals in Q1 2023 and held it in 9 quarters.
Clearstead Advisors's Apellis Pharmaceuticals position peaked at $53.9K in Q2 2025.
323 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.