RIL
APLS

Rothschild Investment LLC’s Apellis Pharmaceuticals APLS Stock Holding History

Rothschild Investment LLC’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
Q1 		– Sell
-4
Closed -$100 – 3609
2025
Q4 		$100 Sell
4
-8
-67% -$188 ﹤0.01% 3201
2025
Q3 		$272 Buy
+12
New +$280 ﹤0.01% 2964

Other funds holding APLS

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ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Rothschild Investment LLC's APLS Position: Q1 2026 in Review

Rothschild Investment LLC sold out of Apellis Pharmaceuticals (APLS) in Q1 2026, closing a stake of 4 shares — an estimated $100 sold.

Rothschild Investment LLC first reported a position in APLS in Q3 2025 and held it in 2 quarters. The position peaked at $272 in Q3 2025. 323 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

  • Rothschild Investment LLC reported no remaining Apellis Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 4 Apellis Pharmaceuticals shares in Q1 2026, an estimated $100.
  • Rothschild Investment LLC first reported a position in Apellis Pharmaceuticals in Q3 2025 and held it in 2 quarters.
  • Rothschild Investment LLC's Apellis Pharmaceuticals position peaked at $272 in Q3 2025.
  • 323 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.