SVB Wealth’s Ultragenyx Pharmaceutical RARE Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-139	Closed	-$5.03K	–	1357
2025 Q1	$5.03K	Buy	+139	New	+$5.78K	﹤0.01%	1027

Other funds holding RARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

SVB Wealth's RARE Position: Q2 2025 in Review

SVB Wealth sold out of Ultragenyx Pharmaceutical (RARE) in Q2 2025, closing a stake of 139 shares — an estimated $5.03K sold.

SVB Wealth first reported a position in RARE in Q1 2025 and held it in 1 quarter. The position peaked at $5.03K in Q1 2025. 309 funds tracked by Wall St. Rank hold RARE as of Q2 2025.

SVB Wealth reported no remaining Ultragenyx Pharmaceutical position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 139 Ultragenyx Pharmaceutical shares in Q2 2025, an estimated $5.03K.
SVB Wealth first reported a position in Ultragenyx Pharmaceutical in Q1 2025 and held it in 1 quarter.
SVB Wealth's Ultragenyx Pharmaceutical position peaked at $5.03K in Q1 2025.
309 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.