True Wealth Design’s Apellis Pharmaceuticals APLS Stock Holding History

True Wealth Design’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	Closed	-$644	–	2670
2026 Q1	$644	Sell	16 -173	-92%	-$3.73K	﹤0.01%	1955
2025 Q4	$4.75K	Sell	189 -757	-80%	-$17.8K	﹤0.01%	1103
2025 Q3	$21.4K	Buy	946 +379	+67%	+$8.84K	0.01%	582
2025 Q2	$9.81K	Buy	567 +330	+139%	+$6.11K	﹤0.01%	592
2025 Q1	$5.18K	Sell	237 -930	-80%	-$25.7K	﹤0.01%	675
2024 Q4	$37.2K	Buy	1,167 +214	+22%	+$6.43K	0.01%	222
2024 Q3	$27.5K	Buy	+953	New	+$35.3K	0.01%	271

Other funds holding APLS

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

True Wealth Design's APLS Position: Q2 2026 in Review

True Wealth Design sold out of Apellis Pharmaceuticals (APLS) in Q2 2026, closing a stake of 16 shares — an estimated $644 sold.

True Wealth Design first reported a position in APLS in Q3 2024 and held it in 7 quarters. The position peaked at $37.2K in Q4 2024. 1 fund tracked by Wall St. Rank holds APLS as of Q2 2026.

True Wealth Design reported no remaining Apellis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 16 Apellis Pharmaceuticals shares in Q2 2026, an estimated $644.
True Wealth Design first reported a position in Apellis Pharmaceuticals in Q3 2024 and held it in 7 quarters.
True Wealth Design's Apellis Pharmaceuticals position peaked at $37.2K in Q4 2024.
1 fund tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.