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SHP Wealth Management’s Ultragenyx Pharmaceutical RARE Stock Holding History

SHP Wealth Management’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 		$1.67K Sell
50
-10
-17% -$248 ﹤0.01% 1449
2026
Q1 		$1.26K Buy
+60
New +$1.35K ﹤0.01% 1405

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 $3.38T AUM 44.17% 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

SHP Wealth Management's RARE Position: Q2 2026 in Review

SHP Wealth Management reduced its Ultragenyx Pharmaceutical (RARE) stake by 17% in Q2 2026, selling an estimated $248 and leaving 50 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

SHP Wealth Management first reported a position in RARE in Q1 2026 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold RARE as of Q2 2026.

  • SHP Wealth Management held 50 shares of Ultragenyx Pharmaceutical worth $1.67K as of Q2 2026.
  • SHP Wealth Management sold 10 Ultragenyx Pharmaceutical shares in Q2 2026, an estimated $248.
  • Ultragenyx Pharmaceutical made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1449 holding.
  • SHP Wealth Management first reported a position in Ultragenyx Pharmaceutical in Q1 2026 and has held it in 2 quarters since.
  • 311 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.