Root Financial Partners’s Apellis Pharmaceuticals APLS Stock Holding History

Root Financial Partners’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	-12	Closed	-$483	–	573
2026 Q1	$483	Buy	+12	New	+$259	﹤0.01%	2876

Other funds holding APLS

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

Root Financial Partners's APLS Position: Q2 2026 in Review

Root Financial Partners sold out of Apellis Pharmaceuticals (APLS) in Q2 2026, closing a stake of 12 shares — an estimated $483 sold.

Root Financial Partners first reported a position in APLS in Q1 2026 and held it in 1 quarter. The position peaked at $483 in Q1 2026. 1 fund tracked by Wall St. Rank holds APLS as of Q2 2026.

Root Financial Partners reported no remaining Apellis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 12 Apellis Pharmaceuticals shares in Q2 2026, an estimated $483.
Root Financial Partners first reported a position in Apellis Pharmaceuticals in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Apellis Pharmaceuticals position peaked at $483 in Q1 2026.
1 fund tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.