Oak Ridge Investments’s Ultragenyx Pharmaceutical RARE Stock Holding History

Oak Ridge Investments’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	$558K	Buy	16,725 +497	+3%	+$12.3K	0.03%	140
2026 Q1	$340K	Buy	16,228 +2,834	+21%	+$63.8K	0.02%	157
2025 Q4	$308K	Sell	13,394 -3,232	-19%	-$106K	0.02%	160
2025 Q3	$500K	Sell	16,626 -269	-2%	-$8.07K	0.03%	150
2025 Q2	$614K	Sell	16,895 -862	-5%	-$31.1K	0.04%	137
2025 Q1	$643K	Buy	17,757 +395	+2%	+$16.4K	0.05%	131
2024 Q4	$730K	Sell	17,362 -1,260	-7%	-$62.5K	0.06%	131
2024 Q3	$1.03M	Sell	18,622 -728	-4%	-$37.1K	0.09%	109
2024 Q2	$795K	Buy	+19,350	New	+$826K	0.08%	123

Other funds holding RARE

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Oak Ridge Investments's RARE Position: Q2 2026 in Review

Oak Ridge Investments increased its Ultragenyx Pharmaceutical (RARE) stake by 3.1% in Q2 2026, buying an estimated $12.3K and bringing the position to 16,725 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #140.

Oak Ridge Investments first reported a position in RARE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q3 2024. 39 funds tracked by Wall St. Rank hold RARE as of Q2 2026.

Oak Ridge Investments held 16,725 shares of Ultragenyx Pharmaceutical worth $558K as of Q2 2026.
Oak Ridge Investments bought 497 Ultragenyx Pharmaceutical shares in Q2 2026, an estimated $12.3K.
Ultragenyx Pharmaceutical made up 0.03% of Oak Ridge Investments's portfolio in Q2 2026, its #140 holding.
Oak Ridge Investments first reported a position in Ultragenyx Pharmaceutical in Q2 2024 and has held it in 9 quarters since.
Oak Ridge Investments's Ultragenyx Pharmaceutical position peaked at $1.03M in Q3 2024.
39 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.