Creative Planning
RARE icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RI
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
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Creative Planning's RARE Position: Q1 2026 in Review

Creative Planning increased its Ultragenyx Pharmaceutical (RARE) stake by 188% in Q1 2026, buying an estimated $477K and bringing the position to 32,435 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #2783.

Creative Planning first reported a position in RARE in Q1 2015 and has held it in 12 quarters since. 295 funds tracked by Wall St. Rank hold RARE as of Q1 2026.

  • Creative Planning held 32,435 shares of Ultragenyx Pharmaceutical worth $680K as of Q1 2026.
  • Creative Planning bought 21,169 Ultragenyx Pharmaceutical shares in Q1 2026, an estimated $477K.
  • Ultragenyx Pharmaceutical made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2783 holding.
  • Creative Planning first reported a position in Ultragenyx Pharmaceutical in Q1 2015 and has held it in 12 quarters since.
  • 295 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.