MFG
APLS

Merit Financial Group’s Apellis Pharmaceuticals APLS Stock Holding History

Merit Financial Group’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
-19,544
Closed -$442K – 1961
2025
Q3 		$442K Sell
19,544
-1,552
-7% -$36.2K ﹤0.01% 1256
2025
Q2 		$365K Sell
21,096
-12,666
-38% -$234K ﹤0.01% 1241
2025
Q1 		$738K Buy
33,762
+25,806
+324% +$713K 0.01% 773
2024
Q4 		$254K Buy
+7,956
New +$239K ﹤0.01% 997

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

Merit Financial Group's APLS Position: Q4 2025 in Review

Merit Financial Group sold out of Apellis Pharmaceuticals (APLS) in Q4 2025, closing a stake of 19,544 shares — an estimated $442K sold.

Merit Financial Group first reported a position in APLS in Q4 2024 and held it in 4 quarters. The position peaked at $738K in Q1 2025. 279 funds tracked by Wall St. Rank hold APLS as of Q4 2025.

  • Merit Financial Group reported no remaining Apellis Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Merit Financial Group sold 19,544 Apellis Pharmaceuticals shares in Q4 2025, an estimated $442K.
  • Merit Financial Group first reported a position in Apellis Pharmaceuticals in Q4 2024 and held it in 4 quarters.
  • Merit Financial Group's Apellis Pharmaceuticals position peaked at $738K in Q1 2025.
  • 279 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.