MassMutual Private Wealth & Trust’s Apellis Pharmaceuticals APLS Stock Holding History

MassMutual Private Wealth & Trust’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 Q1	–	Sell	-106	Closed	-$2.28K	–	2396
2025 Q4	$2.66K	Sell	106 -75	-41%	-$1.76K	﹤0.01%	1915
2025 Q3	$4.1K	Buy	181 +75	+71%	+$1.75K	﹤0.01%	1746
2025 Q2	$1.83K	Buy	+106	New	+$1.96K	﹤0.01%	1974
2025 Q1	–	Sell	-34	Closed	-$1.08K	–	2360
2024 Q4	$1.08K	Hold	34	–	–	﹤0.01%	2007
2024 Q3	$981	Sell	34 -97	-74%	-$3.59K	﹤0.01%	1858
2024 Q2	$5.03K	Buy	131 +97	+285%	+$4.39K	﹤0.01%	1309
2024 Q1	$2K	Hold	34	–	–	﹤0.01%	1544
2023 Q4	$2.04K	Hold	34	–	–	﹤0.01%	1492
2023 Q3	$1.29K	Buy	34 +15	+79%	+$659	﹤0.01%	1622
2023 Q2	$1.73K	Hold	19	–	–	﹤0.01%	1514
2023 Q1	$1.25K	Hold	19	–	–	﹤0.01%	1544
2022 Q4	$1K	Hold	19	–	–	﹤0.01%	1395
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	1352
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	1251
2022 Q1	$1K	Buy	+19	New	+$839	﹤0.01%	1250

Other funds holding APLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

MassMutual Private Wealth & Trust's APLS Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of Apellis Pharmaceuticals (APLS) in Q1 2026, closing a stake of 106 shares — an estimated $2.28K sold.

MassMutual Private Wealth & Trust first reported a position in APLS in Q1 2022 and held it in 15 quarters. The position peaked at $5.03K in Q2 2024. 323 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining Apellis Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 106 Apellis Pharmaceuticals shares in Q1 2026, an estimated $2.28K.
MassMutual Private Wealth & Trust first reported a position in Apellis Pharmaceuticals in Q1 2022 and held it in 15 quarters.
MassMutual Private Wealth & Trust's Apellis Pharmaceuticals position peaked at $5.03K in Q2 2024.
323 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.