Pinnacle Wealth Planning Services
RARE icon

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
Q3 		$1.8K Sell
120
-15
-11% -$360 ﹤0.01% 2504
2026
Q2 		$4.51K Hold
135
– – ﹤0.01% 2320
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
L. Roy Papp & Associates
L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return
Motley Fool Asset Management
Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Pinnacle Wealth Planning Services's RARE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Ultragenyx Pharmaceutical (RARE) stake by 11% in Q3 2026, selling an estimated $360 and leaving 120 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

Pinnacle Wealth Planning Services first reported a position in RARE in Q4 2020 and has held it in 6 quarters since. The position peaked at $254K in Q4 2020. 35 funds tracked by Wall St. Rank hold RARE as of Q3 2026.

  • Pinnacle Wealth Planning Services held 120 shares of Ultragenyx Pharmaceutical worth $1.8K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 15 Ultragenyx Pharmaceutical shares in Q3 2026, an estimated $360.
  • Ultragenyx Pharmaceutical made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2504 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ultragenyx Pharmaceutical in Q4 2020 and has held it in 6 quarters since.
  • Pinnacle Wealth Planning Services's Ultragenyx Pharmaceutical position peaked at $254K in Q4 2020.
  • 35 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.