RFP
RARE icon

Root Financial Partners’s Ultragenyx Pharmaceutical RARE Stock Holding History

Root Financial Partners’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 		– Sell
-850
Closed -$17.8K – 2513
2026
Q1 		$17.8K Buy
+850
New +$19.1K ﹤0.01% 1386

Other funds holding RARE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Root Financial Partners's RARE Position: Q2 2026 in Review

Root Financial Partners sold out of Ultragenyx Pharmaceutical (RARE) in Q2 2026, closing a stake of 850 shares — an estimated $17.8K sold.

Root Financial Partners first reported a position in RARE in Q1 2026 and held it in 1 quarter. The position peaked at $17.8K in Q1 2026. 51 funds tracked by Wall St. Rank hold RARE as of Q2 2026.

  • Root Financial Partners reported no remaining Ultragenyx Pharmaceutical position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 850 Ultragenyx Pharmaceutical shares in Q2 2026, an estimated $17.8K.
  • Root Financial Partners first reported a position in Ultragenyx Pharmaceutical in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Ultragenyx Pharmaceutical position peaked at $17.8K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.