Creative Planning’s Ultragenyx Pharmaceutical RARE Stock Holding History

Creative Planning’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	$2.27M	Buy	67,963 +35,528	+110%	+$882K	﹤0.01%	1984
2026 Q1	$680K	Buy	32,435 +21,169	+188%	+$477K	﹤0.01%	2783
2025 Q4	$259K	Buy	+11,266	New	+$370K	﹤0.01%	3345
2025 Q3	–	Sell	-12,493	Closed	-$454K	–	3997
2025 Q2	$454K	Buy	+12,493	New	+$450K	﹤0.01%	2549
2025 Q1	–	Sell	-21	Closed	-$883	–	3676
2024 Q4	$883	Buy	+21	New	+$1.04K	﹤0.01%	3545
2017 Q3	–	Sell	-641	Closed	-$40K	–	3297
2017 Q2	$40K	Hold	641	–	–	﹤0.01%	2686
2017 Q1	$43K	Buy	+641	New	+$48.9K	﹤0.01%	2597
2016 Q4	–	Sell	-4,000	Closed	-$284K	–	4790
2016 Q3	$284K	Sell	4,000 -200	-5%	-$12.8K	﹤0.01%	1208
2016 Q2	$205K	Buy	4,200 +4,175	+16,700%	+$270K	﹤0.01%	1245
2016 Q1	$2K	Sell	25 -75	-75%	-$4.91K	﹤0.01%	3978
2015 Q4	$11K	Hold	100	–	–	﹤0.01%	3253
2015 Q3	$10K	Buy	+100	New	+$11.4K	﹤0.01%	3210
2015 Q2	–	Sell	-121	Closed	-$8K	–	2560
2015 Q1	$8K	Buy	+121	New	+$6.72K	﹤0.01%	3325

Other funds holding RARE

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

Creative Planning's RARE Position: Q2 2026 in Review

Creative Planning increased its Ultragenyx Pharmaceutical (RARE) stake by 110% in Q2 2026, buying an estimated $882K and bringing the position to 67,963 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Creative Planning first reported a position in RARE in Q1 2015 and has held it in 13 quarters since. 311 funds tracked by Wall St. Rank hold RARE as of Q2 2026.

Creative Planning held 67,963 shares of Ultragenyx Pharmaceutical worth $2.27M as of Q2 2026.
Creative Planning bought 35,528 Ultragenyx Pharmaceutical shares in Q2 2026, an estimated $882K.
Ultragenyx Pharmaceutical made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1984 holding.
Creative Planning first reported a position in Ultragenyx Pharmaceutical in Q1 2015 and has held it in 13 quarters since.
311 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.