PS
APLS

Principal Securities’s Apellis Pharmaceuticals APLS Stock Holding History

Principal Securities’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
Q2 		– Sell
-130
Closed -$4.15K – 3684
2025
Q1 		$4.15K Hold
130
– – ﹤0.01% 2836
2024
Q4 		$4.15K Sell
130
-633
-83% -$19K ﹤0.01% 2833
2024
Q3 		$22K Buy
763
+172
+29% +$6.37K ﹤0.01% 2074
2024
Q2 		$22.7K Buy
591
+322
+120% +$14.6K ﹤0.01% 2006
2024
Q1 		$15.8K Sell
269
-20
-7% -$1.27K ﹤0.01% 2128
2023
Q4 		$17.3K Buy
+289
New +$14.7K ﹤0.01% 1997

Other funds holding APLS

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Securities's APLS Position: Q2 2025 in Review

Principal Securities sold out of Apellis Pharmaceuticals (APLS) in Q2 2025, closing a stake of 130 shares — an estimated $4.15K sold.

Principal Securities first reported a position in APLS in Q4 2023 and held it in 6 quarters. The position peaked at $22.7K in Q2 2024. 247 funds tracked by Wall St. Rank hold APLS as of Q2 2025.

  • Principal Securities reported no remaining Apellis Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 130 Apellis Pharmaceuticals shares in Q2 2025, an estimated $4.15K.
  • Principal Securities first reported a position in Apellis Pharmaceuticals in Q4 2023 and held it in 6 quarters.
  • Principal Securities's Apellis Pharmaceuticals position peaked at $22.7K in Q2 2024.
  • 247 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.