SWM
APLS

Spire Wealth Management’s Apellis Pharmaceuticals APLS Stock Holding History

Spire 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
2025
Q2 		– Sell
-482
Closed -$10.5K – 2385
2025
Q1 		$10.5K Hold
482
– – ﹤0.01% 1821
2024
Q4 		$15.4K Buy
482
+35
+8% +$1.05K ﹤0.01% 1706
2024
Q3 		$12.9K Buy
447
+431
+2,694% +$16K ﹤0.01% 1569
2024
Q2 		$614 Sell
16
-7
-30% -$317 ﹤0.01% 2175
2024
Q1 		$1.35K Buy
23
+11
+92% +$701 ﹤0.01% 2161
2023
Q4 		$766 Buy
+12
New +$609 ﹤0.01% 2308
2023
Q3 		– Sell
-12
Closed -$1.09K – 2358
2023
Q2 		$1.09K Buy
+12
New +$1.03K ﹤0.01% 2297

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

Spire Wealth Management's APLS Position: Q2 2025 in Review

Spire Wealth Management sold out of Apellis Pharmaceuticals (APLS) in Q2 2025, closing a stake of 482 shares — an estimated $10.5K sold.

Spire Wealth Management first reported a position in APLS in Q2 2023 and held it in 7 quarters. The position peaked at $15.4K in Q4 2024. 247 funds tracked by Wall St. Rank hold APLS as of Q2 2025.

  • Spire Wealth Management reported no remaining Apellis Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 482 Apellis Pharmaceuticals shares in Q2 2025, an estimated $10.5K.
  • Spire Wealth Management first reported a position in Apellis Pharmaceuticals in Q2 2023 and held it in 7 quarters.
  • Spire Wealth Management's Apellis Pharmaceuticals position peaked at $15.4K in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.