BIA
RARE icon

Bell Investment Advisors’s Ultragenyx Pharmaceutical RARE Stock Holding History

Bell Investment Advisors’s Portfolio RARE Stock Details RARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17
Closed -$391 – 1922
2025
Q4 		$391 Sell
17
-11
-39% -$362 ﹤0.01% 1779
2025
Q3 		$843 Buy
28
+17
+155% +$510 ﹤0.01% 1605
2025
Q2 		$400 Hold
11
– – ﹤0.01% 1803
2025
Q1 		$399 Hold
11
– – ﹤0.01% 1821
2024
Q4 		$463 Hold
11
– – ﹤0.01% 1798
2024
Q3 		$612 Hold
11
– – ﹤0.01% 1732
2024
Q2 		$453 Hold
11
– – ﹤0.01% 1847
2024
Q1 		$514 Hold
11
– – ﹤0.01% 1817
2023
Q4 		$527 Hold
11
– – ﹤0.01% 1815
2023
Q3 		$393 Sell
11
-38
-78% -$1.51K ﹤0.01% 1867
2023
Q2 		$2.26K Buy
49
+12
+32% +$557 ﹤0.01% 1235
2023
Q1 		$1.48K Buy
37
+24
+185% +$1.03K ﹤0.01% 1405
2022
Q4 		$602 Buy
13
+1
+8% +$39 ﹤0.01% 1726
2022
Q3 		$0 Buy
12
+2
+20% +$103 ﹤0.01% 1914
2022
Q2 		$1K Buy
+10
New +$615 ﹤0.01% 1561
2021
Q4 		$2K Buy
26
+14
+117% +$1.14K ﹤0.01% 1216
2021
Q3 		$1K Buy
+12
New +$1.08K ﹤0.01% 1532

Other funds holding RARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Bell Investment Advisors's RARE Position: Q1 2026 in Review

Bell Investment Advisors sold out of Ultragenyx Pharmaceutical (RARE) in Q1 2026, closing a stake of 17 shares — an estimated $391 sold.

Bell Investment Advisors first reported a position in RARE in Q3 2021 and held it in 17 quarters. The position peaked at $2.26K in Q2 2023. 298 funds tracked by Wall St. Rank hold RARE as of Q1 2026.

  • Bell Investment Advisors reported no remaining Ultragenyx Pharmaceutical position as of Q1 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 17 Ultragenyx Pharmaceutical shares in Q1 2026, an estimated $391.
  • Bell Investment Advisors first reported a position in Ultragenyx Pharmaceutical in Q3 2021 and held it in 17 quarters.
  • Bell Investment Advisors's Ultragenyx Pharmaceutical position peaked at $2.26K in Q2 2023.
  • 298 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.