True Wealth Design
RARE icon

True Wealth Design’s Ultragenyx Pharmaceutical RARE Stock Holding History

True Wealth Design’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
Q3 		– Sell
-744
Closed -$24.8K – 2743
2026
Q2 		$24.8K Buy
744
+241
+48% +$5.99K 0.01% 736
2026
Q1 		$10.5K Buy
+503
New +$11.3K ﹤0.01% 953
2025
Q2 		– Sell
-5
Closed -$182 – 2778
2025
Q1 		$182 Buy
+5
New +$208 ﹤0.01% 1993
2024
Q4 		– Sell
-778
Closed -$43.2K – 1488
2024
Q3 		$43.2K Buy
+778
New +$39.6K 0.02% 164

Other funds holding RARE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
L. Roy Papp & Associates
L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return
Motley Fool Asset Management
Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

True Wealth Design's RARE Position: Q3 2026 in Review

True Wealth Design sold out of Ultragenyx Pharmaceutical (RARE) in Q3 2026, closing a stake of 744 shares — an estimated $24.8K sold.

True Wealth Design first reported a position in RARE in Q3 2024 and held it in 4 quarters. The position peaked at $43.2K in Q3 2024. 38 funds tracked by Wall St. Rank hold RARE as of Q3 2026.

  • True Wealth Design reported no remaining Ultragenyx Pharmaceutical position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 744 Ultragenyx Pharmaceutical shares in Q3 2026, an estimated $24.8K.
  • True Wealth Design first reported a position in Ultragenyx Pharmaceutical in Q3 2024 and held it in 4 quarters.
  • True Wealth Design's Ultragenyx Pharmaceutical position peaked at $43.2K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.