IFP Advisors
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IFP Advisors’s Ultragenyx Pharmaceutical RARE Stock Holding History

IFP 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
Q3 		$24.8K Sell
1,650
-663
-29% -$15.9K ﹤0.01% 2833
2026
Q2 		$77.2K Buy
2,313
+1,520
+192% +$37.8K ﹤0.01% 2144
2026
Q1 		$16.6K Buy
793
+357
+82% +$8.04K ﹤0.01% 2873
2025
Q4 		$10K Buy
436
+426
+4,260% +$14K ﹤0.01% 3065
2025
Q3 		$301 Buy
+10
New +$300 ﹤0.01% 4306
2025
Q2 		– Hold
0
– – – 3240
2025
Q1 		– Hold
0
– – – 3494
2024
Q4 		– Hold
0
– – – 3414
2023
Q4 		– Sell
-73
Closed -$2.6K – 3278
2023
Q3 		$2.6K Hold
73
– – ﹤0.01% 2756
2023
Q2 		$3.37K Hold
73
– – ﹤0.01% 2680
2023
Q1 		$5.18K Sell
73
-155
-68% -$6.65K ﹤0.01% 2551
2022
Q4 		$16K Buy
228
+86
+61% +$3.38K ﹤0.01% 3077
2022
Q3 		$10K Hold
142
– – ﹤0.01% 3667
2022
Q2 		$10K Hold
142
– – ﹤0.01% 3422
2022
Q1 		$10K Buy
+142
New +$9.9K ﹤0.01% 3420
2021
Q3 		– Sell
-4
Closed – – 3442
2021
Q2 		$0 Sell
4
-10
-71% -$1.04K ﹤0.01% 3197
2021
Q1 		$2K Sell
14
-18
-56% -$2.45K ﹤0.01% 2703
2020
Q4 		$4K Buy
32
+22
+220% +$2.61K ﹤0.01% 2423
2020
Q3 		$1K Buy
+10
New +$829 ﹤0.01% 2691
2018
Q4 		– Sell
-14
Closed -$1K – 3803
2018
Q3 		$1K Hold
14
– – ﹤0.01% 3711
2018
Q2 		$1K Buy
+14
New +$904 ﹤0.01% 3759
2017
Q4 		– Sell
-4
Closed – – 4055
2017
Q3 		$0 Hold
4
– – ﹤0.01% 4179
2017
Q2 		$0 Hold
4
– – ﹤0.01% 4184
2017
Q1 		$0 Hold
4
– – ﹤0.01% 4104
2016
Q4 		$0 Hold
4
– – ﹤0.01% 4107
2016
Q3 		$0 Hold
4
– – ﹤0.01% 4011
2016
Q2 		$0 Buy
+4
New +$259 ﹤0.01% 4026
2016
Q1 		– Sell
-11
Closed -$1K – 3196
2015
Q4 		$1K Buy
+11
New +$1.1K ﹤0.01% 3545

Other funds holding RARE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Privium Fund Management
Privium Fund Management Amsterdam, Netherlands $516M AUM 18.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

IFP Advisors's RARE Position: Q3 2026 in Review

IFP Advisors reduced its Ultragenyx Pharmaceutical (RARE) stake by 29% in Q3 2026, selling an estimated $15.9K and leaving 1,650 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2833.

IFP Advisors first reported a position in RARE in Q4 2015 and has held it in 25 quarters since. The position peaked at $77.2K in Q2 2026. 91 funds tracked by Wall St. Rank hold RARE as of Q3 2026.

  • IFP Advisors held 1,650 shares of Ultragenyx Pharmaceutical worth $24.8K as of Q3 2026.
  • IFP Advisors sold 663 Ultragenyx Pharmaceutical shares in Q3 2026, an estimated $15.9K.
  • Ultragenyx Pharmaceutical made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2833 holding.
  • IFP Advisors first reported a position in Ultragenyx Pharmaceutical in Q4 2015 and has held it in 25 quarters since.
  • IFP Advisors's Ultragenyx Pharmaceutical position peaked at $77.2K in Q2 2026.
  • 91 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.