SVB Wealth’s Apellis Pharmaceuticals APLS Stock Holding History

SVB Wealth’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	-94	Closed	-$2.06K	–	527
2025 Q1	$2.06K	Buy	+94	New	+$2.6K	﹤0.01%	1230

Other funds holding APLS

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SVB Wealth's APLS Position: Q2 2025 in Review

SVB Wealth sold out of Apellis Pharmaceuticals (APLS) in Q2 2025, closing a stake of 94 shares — an estimated $2.06K sold.

SVB Wealth first reported a position in APLS in Q1 2025 and held it in 1 quarter. The position peaked at $2.06K in Q1 2025. 247 funds tracked by Wall St. Rank hold APLS as of Q2 2025.

SVB Wealth reported no remaining Apellis Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 94 Apellis Pharmaceuticals shares in Q2 2025, an estimated $2.06K.
SVB Wealth first reported a position in Apellis Pharmaceuticals in Q1 2025 and held it in 1 quarter.
SVB Wealth's Apellis Pharmaceuticals position peaked at $2.06K in Q1 2025.
247 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.