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Pinnacle Wealth Planning Services’s Ultragenyx Pharmaceutical RARE Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.83K Sell
135
-9
-6% -$203 ﹤0.01% 2380
2025
Q4 		$3.31K Buy
+144
New +$4.74K ﹤0.01% 2374
2021
Q2 		– Sell
-1,826
Closed -$208K – 370
2021
Q1 		$208K Sell
1,826
-7
-0.4% -$953 0.05% 295
2020
Q4 		$254K Buy
+1,833
New +$217K 0.06% 233

Other funds holding RARE

BlackRock
BlackRock New York $5.72T 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 $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

Pinnacle Wealth Planning Services's RARE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Ultragenyx Pharmaceutical (RARE) stake by 6.3% in Q1 2026, selling an estimated $203 and leaving 135 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2380.

Pinnacle Wealth Planning Services first reported a position in RARE in Q4 2020 and has held it in 4 quarters since. The position peaked at $254K in Q4 2020. 295 funds tracked by Wall St. Rank hold RARE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 135 shares of Ultragenyx Pharmaceutical worth $2.83K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 9 Ultragenyx Pharmaceutical shares in Q1 2026, an estimated $203.
  • Ultragenyx Pharmaceutical made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2380 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ultragenyx Pharmaceutical in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Ultragenyx Pharmaceutical position peaked at $254K in Q4 2020.
  • 295 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.