UFPG
APLS

United Financial Planning Group’s Apellis Pharmaceuticals APLS Stock Holding History

United Financial Planning 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
2026
Q1 		– Sell
-24
Closed -$603 – 472
2025
Q4 		$603 Buy
+24
New +$563 ﹤0.01% 384

Other funds holding APLS

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ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

United Financial Planning Group's APLS Position: Q1 2026 in Review

United Financial Planning Group sold out of Apellis Pharmaceuticals (APLS) in Q1 2026, closing a stake of 24 shares — an estimated $603 sold.

United Financial Planning Group first reported a position in APLS in Q4 2025 and held it in 1 quarter. The position peaked at $603 in Q4 2025. 323 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

  • United Financial Planning Group reported no remaining Apellis Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 24 Apellis Pharmaceuticals shares in Q1 2026, an estimated $603.
  • United Financial Planning Group first reported a position in Apellis Pharmaceuticals in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Apellis Pharmaceuticals position peaked at $603 in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.