Wellington Management Group
APLS

Wellington Management Group’s Apellis Pharmaceuticals APLS Stock Holding History

Wellington Management 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 		$10M Sell
249,635
-12,471,717
-98% -$269M ﹤0.01% 1236
2025
Q4 		$320M Buy
12,721,352
+3,430,392
+37% +$80.5M 0.06% 284
2025
Q3 		$210M Buy
9,290,960
+313,998
+3% +$7.32M 0.04% 370
2025
Q2 		$155M Sell
8,976,962
-3,326,290
-27% -$61.6M 0.03% 418
2025
Q1 		$269M Buy
12,303,252
+502,403
+4% +$13.9M 0.05% 278
2024
Q4 		$377M Sell
11,800,849
-3,766,120
-24% -$113M 0.07% 230
2024
Q3 		$449M Sell
15,566,969
-821,728
-5% -$30.4M 0.08% 223
2024
Q2 		$629M Buy
16,388,697
+1,330,626
+9% +$60.3M 0.11% 179
2024
Q1 		$885M Sell
15,058,071
-1,387,219
-8% -$88.4M 0.16% 149
2023
Q4 		$984M Buy
16,445,290
+1,278,246
+8% +$64.8M 0.18% 132
2023
Q3 		$577M Buy
15,167,044
+8,502,769
+128% +$373M 0.12% 178
2023
Q2 		$607M Sell
6,664,275
-1,614,164
-19% -$139M 0.12% 178
2023
Q1 		$546M Sell
8,278,439
-479,222
-5% -$27.7M 0.11% 187
2022
Q4 		$453M Sell
8,757,661
-1,199,755
-12% -$63.6M 0.09% 212
2022
Q3 		$680M Sell
9,957,416
-1,585,327
-14% -$93.8M 0.14% 149
2022
Q2 		$522M Sell
11,542,743
-2,656,551
-19% -$121M 0.11% 186
2022
Q1 		$721M Buy
14,199,294
+1,868,641
+15% +$82.5M 0.12% 173
2021
Q4 		$583M Buy
12,330,653
+1,159,081
+10% +$45.6M 0.09% 207
2021
Q3 		$368M Buy
11,171,572
+457,747
+4% +$25.7M 0.06% 285
2021
Q2 		$677M Buy
10,713,825
+225,721
+2% +$11.6M 0.11% 186
2021
Q1 		$450M Sell
10,488,104
-20,007
-0.2% -$947K 0.08% 242
2020
Q4 		$601M Buy
10,508,111
+55,303
+0.5% +$2.34M 0.11% 190
2020
Q3 		$315M Buy
10,452,808
+8,297
+0.1% +$248K 0.07% 262
2020
Q2 		$341M Buy
10,444,511
+72,513
+0.7% +$2.33M 0.08% 228
2020
Q1 		$278M Buy
10,371,998
+6,054,734
+140% +$215M 0.07% 238
2019
Q4 		$132M Buy
4,317,264
+685,390
+19% +$19M 0.03% 498
2019
Q3 		$87.5M Sell
3,631,874
-1,513,433
-29% -$41.7M 0.02% 580
2019
Q2 		$130M Buy
5,145,307
+1,268,333
+33% +$25.8M 0.03% 491
2019
Q1 		$75.6M Buy
3,876,974
+3,861,326
+24,676% +$60.7M 0.02% 623
2018
Q4 		$206K Buy
+15,648
New +$240K ﹤0.01% 2007

Other funds holding APLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Wellington Management Group's APLS Position: Q1 2026 in Review

Wellington Management Group reduced its Apellis Pharmaceuticals (APLS) stake by 98% in Q1 2026, selling an estimated $269M and leaving 249,635 shares worth $10M. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Wellington Management Group first reported a position in APLS in Q4 2018 and has held it in 30 quarters since. The position peaked at $984M in Q4 2023. 323 funds tracked by Wall St. Rank hold APLS as of Q1 2026.

  • Wellington Management Group held 249,635 shares of Apellis Pharmaceuticals worth $10M as of Q1 2026.
  • Wellington Management Group sold 12,471,717 Apellis Pharmaceuticals shares in Q1 2026, an estimated $269M.
  • Apellis Pharmaceuticals made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1236 holding.
  • Wellington Management Group first reported a position in Apellis Pharmaceuticals in Q4 2018 and has held it in 30 quarters since.
  • Wellington Management Group's Apellis Pharmaceuticals position peaked at $984M in Q4 2023.
  • 323 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.