SPIA
APLS

Steward Partners Investment Advisory’s Apellis Pharmaceuticals APLS Stock Holding History

Steward Partners Investment Advisory’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
-23
Closed -$925 – 4665
2026
Q1 		$925 Sell
23
-81,675
-100% -$1.76M ﹤0.01% 4193
2025
Q4 		$2.05M Sell
81,698
-32,390
-28% -$760K 0.01% 779
2025
Q3 		$2.58M Sell
114,088
-26,887
-19% -$627K 0.01% 678
2025
Q2 		$2.44M Buy
140,975
+18,800
+15% +$348K 0.02% 653
2025
Q1 		$2.67M Buy
122,175
+7,130
+6% +$197K 0.02% 569
2024
Q4 		$3.67M Buy
115,045
+2,250
+2% +$67.7K 0.03% 464
2024
Q3 		$3.25M Buy
112,795
+30,995
+38% +$1.15M 0.03% 489
2024
Q2 		$3.14M Buy
81,800
+31,200
+62% +$1.41M 0.03% 464
2024
Q1 		$2.97M Buy
50,600
+20,800
+70% +$1.33M 0.03% 458
2023
Q4 		$1.78M Buy
29,800
+5,250
+21% +$266K 0.02% 533
2023
Q3 		$934K Buy
24,550
+23,550
+2,355% +$1.03M 0.01% 697
2023
Q2 		$91.1K Buy
+1,000
New +$86.3K ﹤0.01% 1623
2021
Q2 		– Sell
-750
Closed -$32.2K – 7087
2021
Q1 		$32.2K Buy
+750
New +$35.5K ﹤0.01% 2227

Other funds holding APLS

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

Steward Partners Investment Advisory's APLS Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Apellis Pharmaceuticals (APLS) in Q2 2026, closing a stake of 23 shares — an estimated $925 sold.

Steward Partners Investment Advisory first reported a position in APLS in Q1 2021 and held it in 13 quarters. The position peaked at $3.67M in Q4 2024. 1 fund tracked by Wall St. Rank holds APLS as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Apellis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 23 Apellis Pharmaceuticals shares in Q2 2026, an estimated $925.
  • Steward Partners Investment Advisory first reported a position in Apellis Pharmaceuticals in Q1 2021 and held it in 13 quarters.
  • Steward Partners Investment Advisory's Apellis Pharmaceuticals position peaked at $3.67M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.