Envestnet Asset Management
APLS

Envestnet Asset Management’s Apellis Pharmaceuticals APLS Stock Holding History

Envestnet Asset Management’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
-43,717
Closed -$956K – 4430
2025
Q1 		$956K Buy
43,717
+15,766
+56% +$436K ﹤0.01% 3243
2024
Q4 		$892K Sell
27,951
-127,713
-82% -$3.84M ﹤0.01% 3243
2024
Q3 		$4.49M Buy
155,664
+21,128
+16% +$782K ﹤0.01% 2163
2024
Q2 		$5.16M Buy
134,536
+39,931
+42% +$1.81M ﹤0.01% 2003
2024
Q1 		$5.56M Buy
94,605
+8,177
+9% +$521K ﹤0.01% 1907
2023
Q4 		$5.17M Buy
86,428
+5,971
+7% +$303K ﹤0.01% 1877
2023
Q3 		$3.06M Buy
80,457
+59,152
+278% +$2.6M ﹤0.01% 2121
2023
Q2 		$1.94M Buy
21,305
+561
+3% +$48.4K ﹤0.01% 2298
2023
Q1 		$1.37M Buy
+20,744
New +$1.2M ﹤0.01% 2454
2022
Q4 		– Sell
-4,104
Closed -$280K – 3948
2022
Q3 		$280K Buy
+4,104
New +$243K ﹤0.01% 3389

Other funds holding APLS

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 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 $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management's APLS Position: Q2 2025 in Review

Envestnet Asset Management sold out of Apellis Pharmaceuticals (APLS) in Q2 2025, closing a stake of 43,717 shares — an estimated $956K sold.

Envestnet Asset Management first reported a position in APLS in Q3 2022 and held it in 10 quarters. The position peaked at $5.56M in Q1 2024. 247 funds tracked by Wall St. Rank hold APLS as of Q2 2025.

  • Envestnet Asset Management reported no remaining Apellis Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 43,717 Apellis Pharmaceuticals shares in Q2 2025, an estimated $956K.
  • Envestnet Asset Management first reported a position in Apellis Pharmaceuticals in Q3 2022 and held it in 10 quarters.
  • Envestnet Asset Management's Apellis Pharmaceuticals position peaked at $5.56M in Q1 2024.
  • 247 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.