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Rothschild Investment LLC’s Ultragenyx Pharmaceutical RARE Stock Holding History

Rothschild Investment LLC’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 		$160K Buy
4,785
+3,669
+329% +$91.1K 0.01% 922
2026
Q1 		$23.4K Buy
1,116
+1,051
+1,617% +$23.7K ﹤0.01% 1355
2025
Q4 		$1.5K Buy
+65
New +$2.14K ﹤0.01% 2511

Other funds holding RARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PFM
Privium Fund Management Amsterdam, Netherlands $544M AUM 72.49% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Rothschild Investment LLC's RARE Position: Q2 2026 in Review

Rothschild Investment LLC increased its Ultragenyx Pharmaceutical (RARE) stake by 329% in Q2 2026, buying an estimated $91.1K and bringing the position to 4,785 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #922.

Rothschild Investment LLC first reported a position in RARE in Q4 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold RARE as of Q2 2026.

  • Rothschild Investment LLC held 4,785 shares of Ultragenyx Pharmaceutical worth $160K as of Q2 2026.
  • Rothschild Investment LLC bought 3,669 Ultragenyx Pharmaceutical shares in Q2 2026, an estimated $91.1K.
  • Ultragenyx Pharmaceutical made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #922 holding.
  • Rothschild Investment LLC first reported a position in Ultragenyx Pharmaceutical in Q4 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.