Advisornet Financial’s Ultragenyx Pharmaceutical RARE Stock Holding History

Advisornet Financial’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	-319	Closed	-$7.34K	–	2342
2025 Q4	$7.34K	Buy	319 +231	+263%	+$7.6K	﹤0.01%	1636
2025 Q3	$2.65K	Sell	88 -609	-87%	-$18.3K	﹤0.01%	1812
2025 Q2	$25.3K	Buy	697 +137	+24%	+$4.94K	﹤0.01%	1198
2025 Q1	$20.3K	Buy	+560	New	+$23.3K	﹤0.01%	1184
2023 Q3	–	Sell	-1,500	Closed	-$69.2K	–	2395
2023 Q2	$69.2K	Hold	1,500	–	–	0.01%	736
2023 Q1	$60.1K	Hold	1,500	–	–	0.01%	747
2022 Q4	$69.5K	Hold	1,500	–	–	0.01%	714
2022 Q3	$62K	Hold	1,500	–	–	0.01%	794
2022 Q2	$89K	Hold	1,500	–	–	0.01%	706
2022 Q1	$109K	Hold	1,500	–	–	0.01%	725
2021 Q4	$126K	Hold	1,500	–	–	0.01%	716
2021 Q3	$135K	Hold	1,500	–	–	0.01%	690
2021 Q2	$143K	Hold	1,500	–	–	0.01%	686
2021 Q1	$171K	Hold	1,500	–	–	0.01%	598
2020 Q4	$208K	Hold	1,500	–	–	0.02%	496
2020 Q3	$123K	Hold	1,500	–	–	0.01%	620
2020 Q2	$117K	Hold	1,500	–	–	0.01%	630
2020 Q1	$67K	Hold	1,500	–	–	0.01%	711
2019 Q4	$64K	Sell	1,500 -1,350	-47%	-$55.7K	0.01%	812
2019 Q3	$122K	Hold	2,850	–	–	0.01%	620
2019 Q2	$181K	Hold	2,850	–	–	0.02%	470
2019 Q1	$198K	Hold	2,850	–	–	0.02%	430
2018 Q4	$124K	Buy	2,850 +650	+30%	+$35.5K	0.02%	473
2018 Q3	$168K	Hold	2,200	–	–	0.02%	451
2018 Q2	$169K	Hold	2,200	–	–	0.02%	427
2018 Q1	$112K	Hold	2,200	–	–	0.02%	504
2017 Q4	$102K	Buy	+2,200	New	+$108K	0.02%	478

Other funds holding RARE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Advisornet Financial's RARE Position: Q1 2026 in Review

Advisornet Financial sold out of Ultragenyx Pharmaceutical (RARE) in Q1 2026, closing a stake of 319 shares — an estimated $7.34K sold.

Advisornet Financial first reported a position in RARE in Q4 2017 and held it in 27 quarters. The position peaked at $208K in Q4 2020. 298 funds tracked by Wall St. Rank hold RARE as of Q1 2026.

Advisornet Financial reported no remaining Ultragenyx Pharmaceutical position as of Q1 2026 after selling out during the quarter.
Advisornet Financial sold 319 Ultragenyx Pharmaceutical shares in Q1 2026, an estimated $7.34K.
Advisornet Financial first reported a position in Ultragenyx Pharmaceutical in Q4 2017 and held it in 27 quarters.
Advisornet Financial's Ultragenyx Pharmaceutical position peaked at $208K in Q4 2020.
298 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.