EWA
APLS

EverSource Wealth Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

EverSource Wealth Advisors’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
-1,219
Closed -$49K – 4399
2026
Q1 		$49K Sell
1,219
-1,383
-53% -$29.8K ﹤0.01% 1902
2025
Q4 		$65.4K Sell
2,602
-2,263
-47% -$53.1K ﹤0.01% 1566
2025
Q3 		$110K Sell
4,865
-564
-10% -$13.2K ﹤0.01% 1228
2025
Q2 		$94K Buy
5,429
+4,191
+339% +$77.6K ﹤0.01% 1238
2025
Q1 		$27.1K Buy
1,238
+452
+58% +$12.5K ﹤0.01% 1531
2024
Q4 		$25.1K Buy
786
+758
+2,707% +$22.8K ﹤0.01% 1506
2024
Q3 		$808 Sell
28
-6
-18% -$222 ﹤0.01% 2766
2024
Q2 		$1.35K Sell
34
-5
-13% -$226 ﹤0.01% 2662
2024
Q1 		$1.72K Buy
39
+11
+39% +$701 ﹤0.01% 2431
2023
Q4 		$1.68K Hold
28
– – ﹤0.01% 2225
2023
Q3 		$1.06K Buy
28
+22
+367% +$966 ﹤0.01% 2177
2023
Q2 		$547 Buy
+6
New +$518 ﹤0.01% 2332

Other funds holding APLS

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

EverSource Wealth Advisors's APLS Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Apellis Pharmaceuticals (APLS) in Q2 2026, closing a stake of 1,219 shares — an estimated $49K sold.

EverSource Wealth Advisors first reported a position in APLS in Q2 2023 and held it in 12 quarters. The position peaked at $110K in Q3 2025. 1 fund tracked by Wall St. Rank holds APLS as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Apellis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,219 Apellis Pharmaceuticals shares in Q2 2026, an estimated $49K.
  • EverSource Wealth Advisors first reported a position in Apellis Pharmaceuticals in Q2 2023 and held it in 12 quarters.
  • EverSource Wealth Advisors's Apellis Pharmaceuticals position peaked at $110K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.