LCGC
APLS

Legacy Capital Group California’s Apellis Pharmaceuticals APLS Stock Holding History

Legacy Capital Group California’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
Q2 		– Sell
-9,554
Closed -$209K – 330
2025
Q1 		$209K Buy
9,554
+2,359
+33% +$65.2K 0.07% 295
2024
Q4 		$230K Buy
+7,195
New +$216K 0.07% 290

Other funds holding APLS

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Legacy Capital Group California's APLS Position: Q2 2025 in Review

Legacy Capital Group California sold out of Apellis Pharmaceuticals (APLS) in Q2 2025, closing a stake of 9,554 shares — an estimated $209K sold.

Legacy Capital Group California first reported a position in APLS in Q4 2024 and held it in 2 quarters. The position peaked at $230K in Q4 2024. 247 funds tracked by Wall St. Rank hold APLS as of Q2 2025.

  • Legacy Capital Group California reported no remaining Apellis Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 9,554 Apellis Pharmaceuticals shares in Q2 2025, an estimated $209K.
  • Legacy Capital Group California first reported a position in Apellis Pharmaceuticals in Q4 2024 and held it in 2 quarters.
  • Legacy Capital Group California's Apellis Pharmaceuticals position peaked at $230K in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2025.

Based on Legacy Capital Group California's 13F filing for Q2 2025, filed 14 Jul 2025.