CX Institutional
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CX Institutional’s Ultragenyx Pharmaceutical RARE Stock Holding History

CX Institutional’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
Q3 		– Sell
-135
Closed -$5K – 1721
2026
Q2 		$5K Hold
135
– – ﹤0.01% 1372
2026
Q1 		$3K Buy
+135
New +$3.04K ﹤0.01% 1414

Other funds holding RARE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
L. Roy Papp & Associates
L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return
Motley Fool Asset Management
Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CX Institutional's RARE Position: Q3 2026 in Review

CX Institutional sold out of Ultragenyx Pharmaceutical (RARE) in Q3 2026, closing a stake of 135 shares — an estimated $5K sold.

CX Institutional first reported a position in RARE in Q1 2026 and held it in 2 quarters. The position peaked at $5K in Q2 2026. 32 funds tracked by Wall St. Rank hold RARE as of Q3 2026.

  • CX Institutional reported no remaining Ultragenyx Pharmaceutical position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 135 Ultragenyx Pharmaceutical shares in Q3 2026, an estimated $5K.
  • CX Institutional first reported a position in Ultragenyx Pharmaceutical in Q1 2026 and held it in 2 quarters.
  • CX Institutional's Ultragenyx Pharmaceutical position peaked at $5K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.