Rise Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Rise 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
2025 Q4	–	Sell	-18	Closed	-$407	–	187
2025 Q3	$407	Buy	+18	New	+$420	﹤0.01%	1444

Other funds holding APLS

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Rise Advisors's APLS Position: Q4 2025 in Review

Rise Advisors sold out of Apellis Pharmaceuticals (APLS) in Q4 2025, closing a stake of 18 shares — an estimated $407 sold.

Rise Advisors first reported a position in APLS in Q3 2025 and held it in 1 quarter. The position peaked at $407 in Q3 2025. 279 funds tracked by Wall St. Rank hold APLS as of Q4 2025.

Rise Advisors reported no remaining Apellis Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 18 Apellis Pharmaceuticals shares in Q4 2025, an estimated $407.
Rise Advisors first reported a position in Apellis Pharmaceuticals in Q3 2025 and held it in 1 quarter.
Rise Advisors's Apellis Pharmaceuticals position peaked at $407 in Q3 2025.
279 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.