IWC
APLS

Integrated Wealth Concepts’s Apellis Pharmaceuticals APLS Stock Holding History

Integrated Wealth Concepts’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
-10,190
Closed -$231K – 1632
2025
Q3 		$231K Sell
10,190
-2,393
-19% -$55.8K ﹤0.01% 1773
2025
Q2 		$218K Buy
+12,583
New +$233K ﹤0.01% 1721
2024
Q2 		– Sell
-3,867
Closed -$227K – 1645
2024
Q1 		$227K Sell
3,867
-1,129
-23% -$72K ﹤0.01% 1464
2023
Q4 		$299K Buy
+4,996
New +$253K ﹤0.01% 1271
2023
Q3 		– Sell
-3,587
Closed -$327K – 1562
2023
Q2 		$327K Buy
+3,587
New +$309K 0.01% 1187

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

Integrated Wealth Concepts's APLS Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Apellis Pharmaceuticals (APLS) in Q4 2025, closing a stake of 10,190 shares — an estimated $231K sold.

Integrated Wealth Concepts first reported a position in APLS in Q2 2023 and held it in 5 quarters. The position peaked at $327K in Q2 2023. 279 funds tracked by Wall St. Rank hold APLS as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Apellis Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,190 Apellis Pharmaceuticals shares in Q4 2025, an estimated $231K.
  • Integrated Wealth Concepts first reported a position in Apellis Pharmaceuticals in Q2 2023 and held it in 5 quarters.
  • Integrated Wealth Concepts's Apellis Pharmaceuticals position peaked at $327K in Q2 2023.
  • 279 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2025.

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