Creative Planning’s Apellis Pharmaceuticals APLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-9,521
| Closed | -$383K | – | 4302 |
|
|
2026
Q1 | $383K | Sell |
9,521
-6,918
| -42% | -$149K | ﹤0.01% | 3234 |
|
|
2025
Q4 | $413K | Sell |
16,439
-19,206
| -54% | -$451K | ﹤0.01% | 3004 |
|
|
2025
Q3 | $807K | Buy |
35,645
+13,807
| +63% | +$322K | ﹤0.01% | 2321 |
|
|
2025
Q2 | $378K | Buy |
+21,838
| New | +$404K | ﹤0.01% | 2703 |
|
|
2025
Q1 | – | Sell |
-16,214
| Closed | -$517K | – | 3480 |
|
|
2024
Q4 | $517K | Buy |
+16,214
| New | +$488K | ﹤0.01% | 2188 |
|
|
2024
Q2 | – | Sell |
-6,867
| Closed | -$404K | – | 3073 |
|
|
2024
Q1 | $404K | Buy |
6,867
+2,407
| +54% | +$153K | ﹤0.01% | 2016 |
|
|
2023
Q4 | $267K | Buy |
+4,460
| New | +$226K | ﹤0.01% | 2173 |
|
|
2023
Q3 | – | Sell |
-3,873
| Closed | -$353K | – | 2916 |
|
|
2023
Q2 | $353K | Sell |
3,873
-10,765
| -74% | -$929K | ﹤0.01% | 1785 |
|
|
2023
Q1 | $966K | Buy |
14,638
+551
| +4% | +$31.8K | ﹤0.01% | 1098 |
|
|
2022
Q4 | $728K | Buy |
14,087
+8,016
| +132% | +$425K | ﹤0.01% | 1200 |
|
|
2022
Q3 | $415K | Buy |
6,071
+57
| +0.9% | +$3.37K | ﹤0.01% | 1443 |
|
|
2022
Q2 | $272K | Buy |
6,014
+83
| +1% | +$3.78K | ﹤0.01% | 1679 |
|
|
2022
Q1 | $301K | Hold |
5,931
| – | – | ﹤0.01% | 1639 |
|
|
2021
Q4 | $280K | Buy |
+5,931
| New | +$234K | ﹤0.01% | 1672 |
|
Other funds holding APLS
Creative Planning's APLS Position: Q2 2026 in Review
Creative Planning sold out of Apellis Pharmaceuticals (APLS) in Q2 2026, closing a stake of 9,521 shares — an estimated $383K sold.
Creative Planning first reported a position in APLS in Q4 2021 and held it in 14 quarters. The position peaked at $966K in Q1 2023. 1 fund tracked by Wall St. Rank holds APLS as of Q2 2026.
- Creative Planning reported no remaining Apellis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
- Creative Planning sold 9,521 Apellis Pharmaceuticals shares in Q2 2026, an estimated $383K.
- Creative Planning first reported a position in Apellis Pharmaceuticals in Q4 2021 and held it in 14 quarters.
- Creative Planning's Apellis Pharmaceuticals position peaked at $966K in Q1 2023.
- 1 fund tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.