SSG
APLS

Summit Securities Group’s Apellis Pharmaceuticals APLS Stock Holding History

Summit Securities Group’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
2024
Q1 		– Sell
-8,000
Closed -$479K – 454
2023
Q4 		$479K Sell
8,000
-4,500
-36% -$228K 0.04% 191
2023
Q3 		$476K Buy
+12,500
New +$549K 0.05% 126

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

Summit Securities Group's APLS Position: Q2 2025 in Review

Summit Securities Group sold out of Apellis Pharmaceuticals (APLS) in Q2 2025, closing a stake of 278 shares — an estimated $6.08K sold.

Summit Securities Group first reported a position in APLS in Q3 2024 and held it in 2 quarters. The position peaked at $7K in Q3 2024. 247 funds tracked by Wall St. Rank hold APLS as of Q2 2025.

  • Summit Securities Group reported no remaining Apellis Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 278 Apellis Pharmaceuticals shares in Q2 2025, an estimated $6.08K.
  • Summit Securities Group first reported a position in Apellis Pharmaceuticals in Q3 2024 and held it in 2 quarters.
  • Summit Securities Group's Apellis Pharmaceuticals position peaked at $7K in Q3 2024.
  • 247 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.