SPIA
RARE icon

Steward Partners Investment Advisory’s Ultragenyx Pharmaceutical RARE Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$35.1K Sell
1,675
-335
-17% -$7.54K ﹤0.01% 2956
2025
Q4 		$46.2K Hold
2,010
– – ﹤0.01% 2711
2025
Q3 		$60.5K Buy
2,010
+300
+18% +$9K ﹤0.01% 2507
2025
Q2 		$62.2K Hold
1,710
– – ﹤0.01% 2368
2025
Q1 		$61.9K Hold
1,710
– – ﹤0.01% 2268
2024
Q4 		$71.9K Buy
1,710
+35
+2% +$1.74K ﹤0.01% 2150
2024
Q3 		$93K Buy
1,675
+125
+8% +$6.37K ﹤0.01% 1913
2024
Q2 		$63.7K Hold
1,550
– – ﹤0.01% 1985
2024
Q1 		$72.4K Buy
+1,550
New +$73.1K ﹤0.01% 1921
2021
Q3 		– Sell
-7
Closed -$1K – 3294
2021
Q2 		$1K Buy
+7
New +$729 ﹤0.01% 6988

Other funds holding RARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Steward Partners Investment Advisory's RARE Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Ultragenyx Pharmaceutical (RARE) stake by 17% in Q1 2026, selling an estimated $7.54K and leaving 1,675 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2956.

Steward Partners Investment Advisory first reported a position in RARE in Q2 2021 and has held it in 10 quarters since. The position peaked at $93K in Q3 2024. 295 funds tracked by Wall St. Rank hold RARE as of Q1 2026.

  • Steward Partners Investment Advisory held 1,675 shares of Ultragenyx Pharmaceutical worth $35.1K as of Q1 2026.
  • Steward Partners Investment Advisory sold 335 Ultragenyx Pharmaceutical shares in Q1 2026, an estimated $7.54K.
  • Ultragenyx Pharmaceutical made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2956 holding.
  • Steward Partners Investment Advisory first reported a position in Ultragenyx Pharmaceutical in Q2 2021 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's Ultragenyx Pharmaceutical position peaked at $93K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.