DT
APLS

Diversified Trust’s Apellis Pharmaceuticals APLS Stock Holding History

Diversified 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
Q1 		– Sell
-18,942
Closed -$476K – 1053
2025
Q4 		$476K Buy
+18,942
New +$444K 0.01% 674
2025
Q2 		– Sell
-12,878
Closed -$282K – 945
2025
Q1 		$282K Buy
+12,878
New +$356K 0.01% 754

Other funds holding APLS

BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
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
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
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Diversified Trust's APLS Position: Q1 2026 in Review

Diversified Trust sold out of Apellis Pharmaceuticals (APLS) in Q1 2026, closing a stake of 18,942 shares — an estimated $476K sold.

Diversified Trust first reported a position in APLS in Q1 2025 and held it in 2 quarters. The position peaked at $476K in Q4 2025. 323 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

  • Diversified Trust reported no remaining Apellis Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Diversified Trust sold 18,942 Apellis Pharmaceuticals shares in Q1 2026, an estimated $476K.
  • Diversified Trust first reported a position in Apellis Pharmaceuticals in Q1 2025 and held it in 2 quarters.
  • Diversified Trust's Apellis Pharmaceuticals position peaked at $476K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on Diversified Trust's 13F filing for Q1 2026, filed 16 Apr 2026.