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EverSource Wealth Advisors’s Ultragenyx Pharmaceutical RARE Stock Holding History

EverSource Wealth 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 		$120K Buy
3,582
+1,415
+65% +$35.1K ﹤0.01% 1299
2026
Q1 		$45.4K Buy
2,167
+1,845
+573% +$41.5K ﹤0.01% 1965
2025
Q4 		$7.41K Buy
322
+298
+1,242% +$9.8K ﹤0.01% 2941
2025
Q3 		$722 Sell
24
-335
-93% -$10K ﹤0.01% 3845
2025
Q2 		$13.1K Buy
359
+321
+845% +$11.6K ﹤0.01% 2627
2025
Q1 		$1.38K Buy
38
+25
+192% +$1.04K ﹤0.01% 3103
2024
Q4 		$547 Buy
+13
New +$645 ﹤0.01% 3159
2023
Q3 		– Sell
-25
Closed -$1.15K – 2628
2023
Q2 		$1.15K Sell
25
-12
-32% -$557 ﹤0.01% 2170
2023
Q1 		$1.48K Buy
+37
New +$1.59K ﹤0.01% 2024
2022
Q3 		– Sell
-16
Closed – – 2097
2022
Q2 		$0 Sell
16
-69
-81% -$4.25K ﹤0.01% 1858
2022
Q1 		$7K Sell
85
-66
-44% -$4.59K ﹤0.01% 1144
2021
Q4 		$13K Buy
+151
New +$12.3K ﹤0.01% 863

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

EverSource Wealth Advisors's RARE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Ultragenyx Pharmaceutical (RARE) stake by 65% in Q2 2026, buying an estimated $35.1K and bringing the position to 3,582 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

EverSource Wealth Advisors first reported a position in RARE in Q4 2021 and has held it in 12 quarters since. 311 funds tracked by Wall St. Rank hold RARE as of Q2 2026.

  • EverSource Wealth Advisors held 3,582 shares of Ultragenyx Pharmaceutical worth $120K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,415 Ultragenyx Pharmaceutical shares in Q2 2026, an estimated $35.1K.
  • Ultragenyx Pharmaceutical made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1299 holding.
  • EverSource Wealth Advisors first reported a position in Ultragenyx Pharmaceutical in Q4 2021 and has held it in 12 quarters since.
  • 311 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.