Bell Investment Advisors’s Alkermes ALKS Stock Holding History

Bell Investment Advisors’s Portfolio ALKS Stock Details ALKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.85K	Sell	109 -11	-9%	-$341	﹤0.01%	1084
2025 Q4	$3.36K	Sell	120 -17	-12%	-$509	﹤0.01%	1149
2025 Q3	$4.11K	Sell	137 -77	-36%	-$2.17K	﹤0.01%	1029
2025 Q2	$6.12K	Buy	214 +35	+20%	+$1.04K	﹤0.01%	895
2025 Q1	$5.91K	Hold	179	–	–	﹤0.01%	834
2024 Q4	$5.15K	Buy	179 +28	+19%	+$805	﹤0.01%	922
2024 Q3	$4.23K	Sell	151 -20	-12%	-$533	﹤0.01%	1033
2024 Q2	$4.12K	Buy	171 +6	+4%	+$147	﹤0.01%	1019
2024 Q1	$4.47K	Buy	165 +21	+15%	+$596	﹤0.01%	986
2023 Q4	$4K	Buy	144 +100	+227%	+$2.6K	﹤0.01%	991
2023 Q3	$1.23K	Hold	44	–	–	﹤0.01%	1486
2023 Q2	$1.38K	Hold	44	–	–	﹤0.01%	1468
2023 Q1	$1.24K	Hold	44	–	–	﹤0.01%	1476
2022 Q4	$1.15K	Sell	44 -21	-32%	-$502	﹤0.01%	1519
2022 Q3	$1K	Buy	65 +21	+48%	+$546	﹤0.01%	1297
2022 Q2	$1K	Buy	+44	New	+$1.26K	﹤0.01%	1308
2021 Q4	$1K	Sell	44 -43	-49%	-$1.13K	﹤0.01%	1316
2021 Q3	$3K	Buy	+87	New	+$2.46K	﹤0.01%	874

Other funds holding ALKS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return