Summit Trail Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Summit Trail Advisors’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	-16,023	Closed	-$645K	–	1477
2026 Q1	$645K	Buy	16,023 +2,172	+16%	+$46.8K	0.01%	1087
2025 Q4	$348K	Buy	13,851 +3,575	+35%	+$83.9K	0.01%	1181
2025 Q3	$233K	Buy	+10,276	New	+$240K	﹤0.01%	1262
2024 Q2	–	Sell	-4,465	Closed	-$262K	–	618
2024 Q1	$262K	Buy	+4,465	New	+$285K	0.01%	503

Other funds holding APLS

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

Summit Trail Advisors's APLS Position: Q2 2026 in Review

Summit Trail Advisors sold out of Apellis Pharmaceuticals (APLS) in Q2 2026, closing a stake of 16,023 shares — an estimated $645K sold.

Summit Trail Advisors first reported a position in APLS in Q1 2024 and held it in 4 quarters. The position peaked at $645K in Q1 2026. 1 fund tracked by Wall St. Rank holds APLS as of Q2 2026.

Summit Trail Advisors reported no remaining Apellis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Summit Trail Advisors sold 16,023 Apellis Pharmaceuticals shares in Q2 2026, an estimated $645K.
Summit Trail Advisors first reported a position in Apellis Pharmaceuticals in Q1 2024 and held it in 4 quarters.
Summit Trail Advisors's Apellis Pharmaceuticals position peaked at $645K in Q1 2026.
1 fund tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.