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Clearstead Advisors’s Ultragenyx Pharmaceutical RARE Stock Holding History

Clearstead 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
Q2 		$13.5K Buy
+403
New +$10K ﹤0.01% 1899
2026
Q1 		– Sell
-22
Closed -$506 – 2723
2025
Q4 		$506 Sell
22
-13
-37% -$428 ﹤0.01% 2307
2025
Q3 		$1.05K Buy
+35
New +$1.05K ﹤0.01% 2605
2025
Q2 		– Sell
-5
Closed -$182 – 2851
2025
Q1 		$182 Buy
+5
New +$208 ﹤0.01% 2131

Other funds holding RARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Clearstead Advisors's RARE Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Ultragenyx Pharmaceutical (RARE) in Q2 2026: 403 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #1899 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in RARE as recently as Q4 2025.

Clearstead Advisors first reported a position in RARE in Q1 2025 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold RARE as of Q2 2026.

  • Clearstead Advisors held 403 shares of Ultragenyx Pharmaceutical worth $13.5K as of Q2 2026.
  • Ultragenyx Pharmaceutical was a new Clearstead Advisors position in Q2 2026.
  • Ultragenyx Pharmaceutical made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1899 holding.
  • Clearstead Advisors first reported a position in Ultragenyx Pharmaceutical in Q1 2025 and has held it in 4 quarters since.
  • 311 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.