Focus Partners Wealth
APLS

Focus Partners Wealth’s Apellis Pharmaceuticals APLS Stock Holding History

Focus Partners Wealth’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
Q4 		– Sell
-21,771
Closed -$492K – 2656
2025
Q3 		$492K Sell
21,771
-7,905
-27% -$184K ﹤0.01% 1622
2025
Q2 		$514K Buy
29,676
+7,793
+36% +$144K ﹤0.01% 1428
2025
Q1 		$479K Buy
21,883
+11,862
+118% +$328K ﹤0.01% 1363
2024
Q4 		$320K Buy
+10,021
New +$301K ﹤0.01% 1521

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 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 $1.89T AUM 35.08% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Focus Partners Wealth's APLS Position: Q4 2025 in Review

Focus Partners Wealth sold out of Apellis Pharmaceuticals (APLS) in Q4 2025, closing a stake of 21,771 shares — an estimated $492K sold.

Focus Partners Wealth first reported a position in APLS in Q4 2024 and held it in 4 quarters. The position peaked at $514K in Q2 2025. 279 funds tracked by Wall St. Rank hold APLS as of Q4 2025.

  • Focus Partners Wealth reported no remaining Apellis Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 21,771 Apellis Pharmaceuticals shares in Q4 2025, an estimated $492K.
  • Focus Partners Wealth first reported a position in Apellis Pharmaceuticals in Q4 2024 and held it in 4 quarters.
  • Focus Partners Wealth's Apellis Pharmaceuticals position peaked at $514K in Q2 2025.
  • 279 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.