PWPS
APLS

Pinnacle Wealth Planning Services’s Apellis Pharmaceuticals APLS Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		– Sell
-192
Closed -$7.72K – 2757
2026
Q1 		$7.72K Sell
192
-820
-81% -$17.7K ﹤0.01% 2109
2025
Q4 		$25.4K Buy
+1,012
New +$23.7K ﹤0.01% 1606

Other funds holding APLS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's APLS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Apellis Pharmaceuticals (APLS) in Q2 2026, closing a stake of 192 shares — an estimated $7.72K sold.

Pinnacle Wealth Planning Services first reported a position in APLS in Q4 2025 and held it in 2 quarters. The position peaked at $25.4K in Q4 2025. 1 fund tracked by Wall St. Rank holds APLS as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining Apellis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 192 Apellis Pharmaceuticals shares in Q2 2026, an estimated $7.72K.
  • Pinnacle Wealth Planning Services first reported a position in Apellis Pharmaceuticals in Q4 2025 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Apellis Pharmaceuticals position peaked at $25.4K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.