Jones Financial Companies
RARE icon

Jones Financial Companies’s Ultragenyx Pharmaceutical RARE Stock Holding History

Jones Financial Companies’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 		$327K Buy
16,885
+16,541
+4,808% +$372K ﹤0.01% 2219
2025
Q4 		$7.91K Buy
344
+56
+19% +$1.84K ﹤0.01% 3324
2025
Q3 		$8.38K Buy
288
+201
+231% +$6.03K ﹤0.01% 3155
2025
Q2 		$3.18K Sell
87
-8
-8% -$288 ﹤0.01% 3302
2025
Q1 		$3.59K Sell
95
-42
-31% -$1.75K ﹤0.01% 3069
2024
Q4 		$5.76K Buy
137
+109
+389% +$5.41K ﹤0.01% 2712
2024
Q3 		$1.52K Sell
28
-10
-26% -$509 ﹤0.01% 2733
2024
Q2 		$1.56K Buy
+38
New +$1.62K ﹤0.01% 2210

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