Osaic Holdings
APLS

Osaic Holdings’s Apellis Pharmaceuticals APLS Stock Holding History

Osaic Holdings’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
-5
Closed -$850 – 7847
2025
Q3 		$850 Buy
+5
New +$117 ﹤0.01% 7411

Other funds holding APLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Osaic Holdings's APLS Position: Q1 2026 in Review

Osaic Holdings reduced its Apellis Pharmaceuticals (APLS) stake by 4.2% in Q1 2026, selling an estimated $2.48K and leaving 2,615 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #4647.

Osaic Holdings first reported a position in APLS in Q1 2020 and has held it in 25 quarters since. The position peaked at $939K in Q1 2023. 321 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

  • Osaic Holdings held 2,615 shares of Apellis Pharmaceuticals worth $105K as of Q1 2026.
  • Osaic Holdings sold 115 Apellis Pharmaceuticals shares in Q1 2026, an estimated $2.48K.
  • Apellis Pharmaceuticals made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4647 holding.
  • Osaic Holdings first reported a position in Apellis Pharmaceuticals in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Apellis Pharmaceuticals position peaked at $939K in Q1 2023.
  • 321 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.