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Palo Alto Investors’s Ultragenyx Pharmaceutical RARE Stock Holding History

Palo Alto Investors’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 		$12.5M Buy
596,495
+135,201
+29% +$3.04M 1.91% 16
2025
Q4 		$10.6M Buy
461,294
+91,763
+25% +$3.02M 1.48% 19
2025
Q3 		$11.1M Buy
369,531
+320,781
+658% +$9.62M 2.06% 16
2025
Q2 		$1.77M Buy
+48,750
New +$1.76M 0.38% 30

Other funds holding RARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $2.63B 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

Palo Alto Investors's RARE Position: Q1 2026 in Review

Palo Alto Investors increased its Ultragenyx Pharmaceutical (RARE) stake by 29% in Q1 2026, buying an estimated $3.04M and bringing the position to 596,495 shares worth $12.5M. The position accounts for 1.91% of the portfolio, ranked #16.

Palo Alto Investors first reported a position in RARE in Q2 2025 and has held it in 4 quarters since. 296 funds tracked by Wall St. Rank hold RARE as of Q1 2026.

  • Palo Alto Investors held 596,495 shares of Ultragenyx Pharmaceutical worth $12.5M as of Q1 2026.
  • Palo Alto Investors bought 135,201 Ultragenyx Pharmaceutical shares in Q1 2026, an estimated $3.04M.
  • Ultragenyx Pharmaceutical made up 1.91% of Palo Alto Investors's portfolio in Q1 2026, its #16 holding.
  • Palo Alto Investors first reported a position in Ultragenyx Pharmaceutical in Q2 2025 and has held it in 4 quarters since.
  • 296 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q1 2026.

Based on Palo Alto Investors's 13F filing for Q1 2026, filed 15 May 2026.