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APLS

NewEdge Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

NewEdge Advisors’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
-14,570
Closed -$366K – 4144
2025
Q4 		$366K Buy
+14,570
New +$342K ﹤0.01% 2179
2025
Q1 		– Sell
-50
Closed -$1.6K – 3960
2024
Q4 		$1.6K Hold
50
– – ﹤0.01% 3490
2024
Q3 		$1.44K Hold
50
– – ﹤0.01% 3450
2024
Q2 		$1.92K Sell
50
-176
-78% -$7.97K ﹤0.01% 3344
2024
Q1 		$13.3K Sell
226
-27
-11% -$1.72K ﹤0.01% 2774
2023
Q4 		$15.1K Buy
+253
New +$12.8K ﹤0.01% 2688
2023
Q1 		– Sell
-200
Closed -$10.3K – 3443
2022
Q4 		$10.3K Buy
+200
New +$10.6K ﹤0.01% 2363

Other funds holding APLS

BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 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
Vanguard Portfolio Management
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
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
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

NewEdge Advisors's APLS Position: Q1 2026 in Review

NewEdge Advisors sold out of Apellis Pharmaceuticals (APLS) in Q1 2026, closing a stake of 14,570 shares — an estimated $366K sold.

NewEdge Advisors first reported a position in APLS in Q4 2022 and held it in 7 quarters. The position peaked at $366K in Q4 2025. 323 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

  • NewEdge Advisors reported no remaining Apellis Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 14,570 Apellis Pharmaceuticals shares in Q1 2026, an estimated $366K.
  • NewEdge Advisors first reported a position in Apellis Pharmaceuticals in Q4 2022 and held it in 7 quarters.
  • NewEdge Advisors's Apellis Pharmaceuticals position peaked at $366K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.