Laurel Oak Wealth Management’s Apellis Pharmaceuticals APLS Stock Holding History

Laurel Oak Wealth 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 Q2	–	Sell	-8,465	Closed	-$341K	–	385
2026 Q1	$341K	Hold	8,465	–	–	0.06%	249
2025 Q4	$213K	Buy	+8,465	New	+$199K	0.04%	337

Other funds holding APLS

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

Laurel Oak Wealth Management's APLS Position: Q2 2026 in Review

Laurel Oak Wealth Management sold out of Apellis Pharmaceuticals (APLS) in Q2 2026, closing a stake of 8,465 shares — an estimated $341K sold.

Laurel Oak Wealth Management first reported a position in APLS in Q4 2025 and held it in 2 quarters. The position peaked at $341K in Q1 2026. 1 fund tracked by Wall St. Rank holds APLS as of Q2 2026.

Laurel Oak Wealth Management reported no remaining Apellis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Laurel Oak Wealth Management sold 8,465 Apellis Pharmaceuticals shares in Q2 2026, an estimated $341K.
Laurel Oak Wealth Management first reported a position in Apellis Pharmaceuticals in Q4 2025 and held it in 2 quarters.
Laurel Oak Wealth Management's Apellis Pharmaceuticals position peaked at $341K in Q1 2026.
1 fund tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.