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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Pinnacle Wealth Planning Services's RARE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Ultragenyx Pharmaceutical (RARE) position steady in Q2 2026 at 135 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

Pinnacle Wealth Planning Services first reported a position in RARE in Q4 2020 and has held it in 5 quarters since. The position peaked at $254K in Q4 2020. 311 funds tracked by Wall St. Rank hold RARE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 135 shares of Ultragenyx Pharmaceutical worth $4.51K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Ultragenyx Pharmaceutical share count unchanged in Q2 2026.
  • Ultragenyx Pharmaceutical made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2320 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ultragenyx Pharmaceutical in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Ultragenyx Pharmaceutical position peaked at $254K in Q4 2020.
  • 311 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.