Clearstead Trust’s Apellis Pharmaceuticals APLS Stock Holding History

Clearstead Trust’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	-18	Closed	-$725	–	974
2026 Q1	$725	Sell	18 -17	-49%	-$366	﹤0.01%	954
2025 Q4	$880	Sell	35 -51	-59%	-$1.2K	﹤0.01%	955
2025 Q3	$1.95K	Buy	86 +76	+760%	+$1.77K	﹤0.01%	998
2025 Q2	$174	Sell	10 -41	-80%	-$759	﹤0.01%	1480
2025 Q1	$1.12K	Buy	+51	New	+$1.41K	﹤0.01%	819

Other funds holding APLS

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

Clearstead Trust's APLS Position: Q2 2026 in Review

Clearstead Trust sold out of Apellis Pharmaceuticals (APLS) in Q2 2026, closing a stake of 18 shares — an estimated $725 sold.

Clearstead Trust first reported a position in APLS in Q1 2025 and held it in 5 quarters. The position peaked at $1.95K in Q3 2025. 1 fund tracked by Wall St. Rank holds APLS as of Q2 2026.

Clearstead Trust reported no remaining Apellis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Clearstead Trust sold 18 Apellis Pharmaceuticals shares in Q2 2026, an estimated $725.
Clearstead Trust first reported a position in Apellis Pharmaceuticals in Q1 2025 and held it in 5 quarters.
Clearstead Trust's Apellis Pharmaceuticals position peaked at $1.95K in Q3 2025.
1 fund tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.