EPIM
APLS

Evelyn Partners Investment Management’s Apellis Pharmaceuticals APLS Stock Holding History

Evelyn Partners Investment 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
2026
Q1 		$6.04K Hold
150
– – ﹤0.01% 372
2025
Q4 		$3.77K Hold
150
– – ﹤0.01% 382
2025
Q3 		$3.39K Hold
150
– – ﹤0.01% 377
2025
Q2 		$2.6K Hold
150
– – ﹤0.01% 385
2025
Q1 		$3.28K Hold
150
– – ﹤0.01% 384
2024
Q4 		$4.79K Buy
+150
New +$4.51K ﹤0.01% 379

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

Evelyn Partners Investment Management's APLS Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Apellis Pharmaceuticals (APLS) position steady in Q1 2026 at 150 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Evelyn Partners Investment Management first reported a position in APLS in Q4 2024 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

  • Evelyn Partners Investment Management held 150 shares of Apellis Pharmaceuticals worth $6.04K as of Q1 2026.
  • Evelyn Partners Investment Management left its Apellis Pharmaceuticals share count unchanged in Q1 2026.
  • Apellis Pharmaceuticals made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #372 holding.
  • Evelyn Partners Investment Management first reported a position in Apellis Pharmaceuticals in Q4 2024 and has held it in 6 quarters since.
  • 323 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.