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Essential Partners’s Ultragenyx Pharmaceutical RARE Stock Holding History

Essential Partners’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 		$947 Sell
63
-1,524
-96% -$36.6K ﹤0.01% 2203
2026
Q2 		$53K Buy
1,587
+619
+64% +$15.4K 0.02% 592
2026
Q1 		$20.3K Sell
968
-728
-43% -$16.4K 0.01% 920
2025
Q4 		$39K Buy
1,696
+1,607
+1,806% +$52.8K 0.01% 677
2025
Q3 		$2.68K Buy
+89
New +$2.67K ﹤0.01% 1695

Other funds holding RARE

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's RARE Position: Q3 2026 in Review

Essential Partners reduced its Ultragenyx Pharmaceutical (RARE) stake by 96% in Q3 2026, selling an estimated $36.6K and leaving 63 shares worth $947. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Essential Partners first reported a position in RARE in Q3 2025 and has held it in 5 quarters since. The position peaked at $53K in Q2 2026. 8 funds tracked by Wall St. Rank hold RARE as of Q3 2026.

  • Essential Partners held 63 shares of Ultragenyx Pharmaceutical worth $947 as of Q3 2026.
  • Essential Partners sold 1,524 Ultragenyx Pharmaceutical shares in Q3 2026, an estimated $36.6K.
  • Ultragenyx Pharmaceutical made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2203 holding.
  • Essential Partners first reported a position in Ultragenyx Pharmaceutical in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Ultragenyx Pharmaceutical position peaked at $53K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.