Stifel Financial
RARE icon

Stifel Financial’s Ultragenyx Pharmaceutical RARE Stock Holding History

Stifel Financial’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 		$498K Buy
23,775
+4,778
+25% +$108K ﹤0.01% 2886
2025
Q4 		$437K Sell
18,997
-6,461
-25% -$212K ﹤0.01% 2937
2025
Q3 		$766K Buy
25,458
+3,377
+15% +$101K ﹤0.01% 2554
2025
Q2 		$803K Sell
22,081
-1,298
-6% -$46.8K ﹤0.01% 2479
2025
Q1 		$847K Sell
23,379
-417
-2% -$17.3K ﹤0.01% 2341
2024
Q4 		$1M Buy
23,796
+2,835
+14% +$141K ﹤0.01% 2236
2024
Q3 		$1.16M Sell
20,961
-866
-4% -$44.1K ﹤0.01% 2128
2024
Q2 		$897K Buy
21,827
+8,461
+63% +$361K ﹤0.01% 2237
2024
Q1 		$624K Buy
13,366
+872
+7% +$41.1K ﹤0.01% 2478
2023
Q4 		$597K Buy
12,494
+2,654
+27% +$103K ﹤0.01% 2472
2023
Q3 		$351K Buy
9,840
+4,343
+79% +$172K ﹤0.01% 2696
2023
Q2 		$254K Buy
+5,497
New +$255K ﹤0.01% 2927
2022
Q3 		– Sell
-3,905
Closed -$233K – 3366
2022
Q2 		$233K Buy
3,905
+37
+1% +$2.28K ﹤0.01% 2892
2022
Q1 		$281K Buy
3,868
+610
+19% +$42.4K ﹤0.01% 2912
2021
Q4 		$274K Sell
3,258
-100
-3% -$8.14K ﹤0.01% 2968
2021
Q3 		$303K Buy
3,358
+331
+11% +$29.9K ﹤0.01% 2899
2021
Q2 		$289K Sell
3,027
-589
-16% -$61.4K ﹤0.01% 2921
2021
Q1 		$412K Sell
3,616
-125
-3% -$17K ﹤0.01% 2598
2020
Q4 		$518K Buy
3,741
+700
+23% +$83K ﹤0.01% 2296
2020
Q3 		$250K Sell
3,041
-194
-6% -$16.1K ﹤0.01% 2501
2020
Q2 		$253K Sell
3,235
-1,550
-32% -$103K ﹤0.01% 2467
2020
Q1 		$213K Buy
+4,785
New +$248K ﹤0.01% 2402
2019
Q2 		– Sell
-11,327
Closed -$786K – 3029
2019
Q1 		$786K Buy
+11,327
New +$647K ﹤0.01% 1804
2015
Q3 		– Sell
-19,241
Closed -$1.97M – 2343
2015
Q2 		$1.97M Buy
+19,241
New +$1.49M 0.01% 1006

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

Stifel Financial's RARE Position: Q1 2026 in Review

Stifel Financial increased its Ultragenyx Pharmaceutical (RARE) stake by 25% in Q1 2026, buying an estimated $108K and bringing the position to 23,775 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #2886.

Stifel Financial first reported a position in RARE in Q2 2015 and has held it in 24 quarters since. The position peaked at $1.97M in Q2 2015. 295 funds tracked by Wall St. Rank hold RARE as of Q1 2026.

  • Stifel Financial held 23,775 shares of Ultragenyx Pharmaceutical worth $498K as of Q1 2026.
  • Stifel Financial bought 4,778 Ultragenyx Pharmaceutical shares in Q1 2026, an estimated $108K.
  • Ultragenyx Pharmaceutical made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2886 holding.
  • Stifel Financial first reported a position in Ultragenyx Pharmaceutical in Q2 2015 and has held it in 24 quarters since.
  • Stifel Financial's Ultragenyx Pharmaceutical position peaked at $1.97M in Q2 2015.
  • 295 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.