EWA
RARE icon

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
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 – 2640
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 – – 2099
2022
Q2 		$0 Sell
16
-69
-81% -$4.25K ﹤0.01% 1860
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 $5.7T 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 $2B 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