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Summit Securities Group’s Ultragenyx Pharmaceutical RARE Stock Holding History

Summit Securities Group’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
2014
Q3 		– Sell
-6
Closed -$1K – 778
2014
Q2 		$1K Buy
+6
New +$247 ﹤0.01% 533

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T. Rowe Price Associates
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BBA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Summit Securities Group's RARE Position: Q2 2025 in Review

Summit Securities Group sold out of Ultragenyx Pharmaceutical (RARE) in Q2 2025, closing a stake of 192 shares — an estimated $6.95K sold.

Summit Securities Group first reported a position in RARE in Q3 2014 and held it in 3 quarters. The position peaked at $36K in Q3 2014. 309 funds tracked by Wall St. Rank hold RARE as of Q2 2025.

  • Summit Securities Group reported no remaining Ultragenyx Pharmaceutical position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 192 Ultragenyx Pharmaceutical shares in Q2 2025, an estimated $6.95K.
  • Summit Securities Group first reported a position in Ultragenyx Pharmaceutical in Q3 2014 and held it in 3 quarters.
  • Summit Securities Group's Ultragenyx Pharmaceutical position peaked at $36K in Q3 2014.
  • 309 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.