SHP Wealth Management’s Apellis Pharmaceuticals APLS Stock Holding History

SHP Wealth Management’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	-77	Closed	-$3.1K	–	1987
2026 Q1	$3.1K	Buy	+77	New	+$1.66K	﹤0.01%	1179

Other funds holding APLS

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

SHP Wealth Management's APLS Position: Q2 2026 in Review

SHP Wealth Management sold out of Apellis Pharmaceuticals (APLS) in Q2 2026, closing a stake of 77 shares — an estimated $3.1K sold.

SHP Wealth Management first reported a position in APLS in Q1 2026 and held it in 1 quarter. The position peaked at $3.1K in Q1 2026. 1 fund tracked by Wall St. Rank holds APLS as of Q2 2026.

SHP Wealth Management reported no remaining Apellis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
SHP Wealth Management sold 77 Apellis Pharmaceuticals shares in Q2 2026, an estimated $3.1K.
SHP Wealth Management first reported a position in Apellis Pharmaceuticals in Q1 2026 and held it in 1 quarter.
SHP Wealth Management's Apellis Pharmaceuticals position peaked at $3.1K in Q1 2026.
1 fund tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.