Institutions / Bell Investment Advisors, Inc / Activity
Activity — Bell Investment Advisors, Inc
1,520 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 808524763 Common stock | $-7.33M | -193K -30.33% | 442,641 2.47% of portfolio | medium |
| Q2 2026 as of | Add | 808524771 Common stock | $5.88M | +189K +9.40% | 2,202,691 10.06% of portfolio | medium |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-4.97M | -14K -15.70% | 77,807 3.92% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. Common stock | $3.39M | +12K +47.46% | 36,423 1.55% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $3.34M | +39K +8.98% | 469,199 5.96% of portfolio | low |
| Q2 2026 as of | Trim | 922908744 Common stock | $-2.88M | -13K -12.94% | 89,061 2.85% of portfolio | low |
| Q2 2026 as of | Add | 33939L506 Common stock | $2.46M | +103K +5.27% | 2,056,091 7.22% of portfolio | low |
| Q2 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $2.35M | +16K +509.29% | 19,156 0.41% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-2.19M | -10K -12.07% | 72,583 2.34% of portfolio | low |
| Q2 2026 as of | Trim | 92206C847 Common stock | $-2.18M | -39K -33.77% | 77,438 0.63% of portfolio | low |
| Q2 2026 as of | Trim | 46434G103 Common stock | $-1.94M | -23K -15.00% | 132,373 1.61% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-1.71M | -18K -45.56% | 21,245 0.30% of portfolio | low |
| Q2 2026 as of | Trim | 808524755 Common stock | $-1.53M | -29K -4.24% | 656,318 5.09% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-1.43M | -14K -42.28% | 19,061 0.29% of portfolio | low |
| Q2 2026 as of | Add | 92206C771 Common stock | $1.42M | +30K +2.93% | 1,069,422 7.35% of portfolio | low |
| Q2 2026 as of | New | 46438G646 Common stock | $1.31M | +51K | 51,498 0.19% of portfolio | low |
| Q2 2026 as of | Trim | 46438G422 Common stock | $-1.17M | -47K -44.41% | 58,304 0.21% of portfolio | low |
| Q2 2026 as of | Trim | 464289867 Common stock | $-1.01M | -15K -16.05% | 76,120 0.78% of portfolio | low |
| Q2 2026 as of | Trim | 381430602 Common stock | $-975.9K | -11K -11.95% | 78,778 1.06% of portfolio | low |
| Q2 2026 as of | Trim | 46434V456 Common stock | $-966.6K | -20K -9.31% | 190,136 1.38% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-949.4K | -23K -24.76% | 68,994 0.42% of portfolio | low |
| Q2 2026 as of | Add | 381430529 Common stock | $816.3K | +8K +1.29% | 641,135 9.43% of portfolio | low |
| Q2 2026 as of | Add | 922908637 Common stock | $738.7K | +2K +49.84% | 6,458 0.33% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $714.3K | +4K +22.76% | 19,254 0.57% of portfolio | low |
| Q2 2026 as of | Trim | 808524201 Common stock | $-611.0K | -21K -2.34% | 866,847 3.75% of portfolio | low |
| Q2 2026 as of | Trim | 33939L605 Common stock | $-589.4K | -25K -67.83% | 11,757 0.04% of portfolio | low |
| Q2 2026 as of | Add | 78464A664 Common stock | $580.0K | +22K +986.26% | 24,354 0.09% of portfolio | low |
| Q2 2026 as of | Trim | 808524607 Common stock | $-568.1K | -16K -6.39% | 230,329 1.22% of portfolio | low |
| Q2 2026 as of | Add | Exxon Mobil Corp Common stock | $475.8K | +3K +74.07% | 8,178 0.16% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-463.6K | -1K -9.62% | 12,321 0.64% of portfolio | low |
| Q2 2026 as of | Trim | 808524854 Common stock | $-460.8K | -19K -55.61% | 14,915 0.05% of portfolio | low |
| Q2 2026 as of | Trim | 46434V449 Common stock | $-437.0K | -8K -40.30% | 12,139 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 464287804 Common stock | $-412.0K | -3K -4.53% | 58,523 1.27% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $407.3K | +1K +24.99% | 5,461 0.30% of portfolio | low |
| Q2 2026 as of | Add | 46138E354 Common stock | $353.8K | +5K +2.90% | 167,698 1.84% of portfolio | low |
| Q2 2026 as of | Add | Gitlab Inc. Common stock | $351.1K | +12K +25000.00% | 11,546 0.05% of portfolio | low |
| Q2 2026 as of | Add | 464288356 Common stock | $348.8K | +6K +20.24% | 35,953 0.30% of portfolio | low |
| Q2 2026 as of | Trim | 808524805 Common stock | $-334.8K | -12K -2.12% | 559,144 2.27% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $326.3K | +1K +31.36% | 5,735 0.20% of portfolio | low |
| Q2 2026 as of | Add | 46435G425 Common stock | $322.4K | +2K +35.52% | 7,516 0.18% of portfolio | low |
| Q2 2026 as of | Trim | Invesco Bloomberg Enhanced Fallen Angels ETF Common stock | $-315.6K | -9K -4.72% | 184,744 0.94% of portfolio | low |
| Q2 2026 as of | Trim | 46434V266 Common stock | $-309.4K | -7K -6.40% | 104,448 0.66% of portfolio | low |
| Q2 2026 as of | Add | 464288414 Common stock | $298.1K | +3K +152.03% | 4,592 0.07% of portfolio | low |
| Q2 2026 as of | Trim | 808524888 Common stock | $-290.5K | -6K -5.76% | 98,683 0.70% of portfolio | low |
| Q2 2026 as of | Trim | 464287200 Common stock | $-289.6K | -388 -75.19% | 128 0.01% of portfolio | low |
| Q2 2026 as of | Add | Merck & Co., Inc. Common stock | $267.0K | +2K +85.83% | 4,499 0.08% of portfolio | low |
| Q2 2026 as of | Add | Coca Cola Co Common stock | $238.9K | +3K +103.01% | 5,794 0.07% of portfolio | low |
| Q2 2026 as of | Trim | 46435U663 Common stock | $-230.0K | -4K -14.24% | 24,773 0.20% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $219.9K | +874 +30.27% | 3,761 0.14% of portfolio | low |
| Q2 2026 as of | Add | Kla Corp Common stock | $217.5K | +721 +890.12% | 802 0.04% of portfolio | low |