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Private Wealth Management Group’s Ultragenyx Pharmaceutical RARE Stock Holding History

Private Wealth Management Group’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
2025
Q3 		– Sell
-12
Closed -$437 – 1530
2025
Q2 		$437 Sell
12
-22
-65% -$793 ﹤0.01% 1429
2025
Q1 		$1.23K Hold
34
– – ﹤0.01% 1209
2024
Q4 		$1.43K Hold
34
– – ﹤0.01% 1209
2024
Q3 		$1.89K Hold
34
– – ﹤0.01% 1087
2024
Q2 		$1.4K Hold
34
– – ﹤0.01% 1176
2024
Q1 		$1.59K Hold
34
– – ﹤0.01% 1080
2023
Q4 		$1.63K Buy
+34
New +$1.32K ﹤0.01% 1068

Other funds holding RARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Private Wealth Management Group's RARE Position: Q3 2025 in Review

Private Wealth Management Group sold out of Ultragenyx Pharmaceutical (RARE) in Q3 2025, closing a stake of 12 shares — an estimated $437 sold.

Private Wealth Management Group first reported a position in RARE in Q4 2023 and held it in 7 quarters. The position peaked at $1.89K in Q3 2024. 302 funds tracked by Wall St. Rank hold RARE as of Q3 2025.

  • Private Wealth Management Group reported no remaining Ultragenyx Pharmaceutical position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 12 Ultragenyx Pharmaceutical shares in Q3 2025, an estimated $437.
  • Private Wealth Management Group first reported a position in Ultragenyx Pharmaceutical in Q4 2023 and held it in 7 quarters.
  • Private Wealth Management Group's Ultragenyx Pharmaceutical position peaked at $1.89K in Q3 2024.
  • 302 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.