WIA
APLS

Wealthedge Investment Advisors’s Apellis Pharmaceuticals APLS Stock Holding History

Wealthedge Investment 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
2025
Q3 		– Sell
-38,572
Closed -$668K – 130
2025
Q2 		$668K Buy
+38,572
New +$714K 0.28% 90

Other funds holding APLS

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 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 $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

Wealthedge Investment Advisors's APLS Position: Q3 2025 in Review

Wealthedge Investment Advisors sold out of Apellis Pharmaceuticals (APLS) in Q3 2025, closing a stake of 38,572 shares — an estimated $668K sold.

Wealthedge Investment Advisors first reported a position in APLS in Q2 2025 and held it in 1 quarter. The position peaked at $668K in Q2 2025. 273 funds tracked by Wall St. Rank hold APLS as of Q3 2025.

  • Wealthedge Investment Advisors reported no remaining Apellis Pharmaceuticals position as of Q3 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 38,572 Apellis Pharmaceuticals shares in Q3 2025, an estimated $668K.
  • Wealthedge Investment Advisors first reported a position in Apellis Pharmaceuticals in Q2 2025 and held it in 1 quarter.
  • Wealthedge Investment Advisors's Apellis Pharmaceuticals position peaked at $668K in Q2 2025.
  • 273 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q3 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.