MV CAPITAL MANAGEMENT, INC. APLS β€” APELLIS PHARMACEUTICALS INC

Ownership history in MV CAPITAL MANAGEMENT, INC.  Β·  8 quarters on record

AI Ownership Summary

MV CAPITAL MANAGEMENT, INC. reported APELLIS PHARMACEUTICALS INC (APLS) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows APLS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APLS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MV CAPITAL MANAGEMENT, INC.'s position in APELLIS PHARMACEUTICALS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

APLS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APLS stock page MV CAPITAL MANAGEMENT, INC. fund profile MV CAPITAL MANAGEMENT, INC. full holdings
How MV CAPITAL MANAGEMENT, INC. held APLS β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 6 β€” 0% 0.00% $242 2026-07-29 $41.03
2026 Q1 REDUCED β€” β€” β€” 6 -3 -33.3% 0.00% $242 2026-04-30 $40.95
2025 Q4 ADDED β€” β€” β€” 9 +1 +12.5% 0.00% $227 2026-02-23 $22.47
2025 Q2 ADDED β€” β€” β€” 8 +2 +33.3% 0.00% $139 2025-08-08 $24.37
2025 Q1 REDUCED β€” β€” β€” 6 -23 -79.3% 0.00% $132 2025-04-15 $18.97
2024 Q4 ADDED β€” β€” β€” 29 +25 +625.0% 0.00% $926 2025-02-12 $28.51
2024 Q3 ADDED β€” β€” β€” 4 +2 +100.0% 0.00% $116 2024-11-04 $28.56
2024 Q2 INITIATED β€” β€” β€” 2 β€” β€” 0.00% $77 2024-08-01 $36.00

🏒 Other funds also holding APLS

As of 2026 Q2 β€” sorted by position size

Louisiana State Employees Retirement System 3Y 7Y 0.03% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About MV CAPITAL MANAGEMENT, INC. and APLS

These are the practical questions this page is built to answer before you even open the full history table.

How long has MV CAPITAL MANAGEMENT, INC. reported owning APLS?

MV CAPITAL MANAGEMENT, INC. reported APLS across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported APLS position in MV CAPITAL MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for APLS was 0.00% in 2024 Q4.

What is the latest reported APLS position on this page?

The most recent filing on this page is 2026 Q2, when MV CAPITAL MANAGEMENT, INC. reported 6 shares, equal to 0.00% of portfolio, with an estimated market value of $242.

What does the chart on this APLS ownership page compare?

The chart compares MV CAPITAL MANAGEMENT, INC.'s quarterly APLS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MV CAPITAL MANAGEMENT, INC. time their APLS position?

Based on 13F filing dates vs. subsequent APLS price moves, MV CAPITAL MANAGEMENT, INC. correctly timed 1 out of 7 reported position changes (14%). The annualised alpha on APLS relative to SPY over the holding period was -9.0%.

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