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 New York $5.7T AUM 30.48% 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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Sofinnova Investments Menlo Park, California $2B AUM 117.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return