Wealth Enhancement Advisory Services
RARE icon

Wealth Enhancement Advisory Services’s Ultragenyx Pharmaceutical RARE Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$1.98M Buy
58,653
+24,479
+72% +$608K ﹤0.01% 1575
2026
Q1 		$767K Buy
34,174
+22,468
+192% +$506K ﹤0.01% 1989
2025
Q4 		$264K Buy
11,706
+1,892
+19% +$62.2K ﹤0.01% 3032
2025
Q3 		$292K Buy
9,814
+966
+11% +$29K ﹤0.01% 2824
2025
Q2 		$353K Buy
+8,848
New +$319K ﹤0.01% 2504
2025
Q1 		– Sell
-7,052
Closed -$297K – 3126
2024
Q4 		$297K Sell
7,052
-14,701
-68% -$729K ﹤0.01% 2389
2024
Q3 		$1.21M Buy
21,753
+14,394
+196% +$733K ﹤0.01% 1297
2024
Q2 		$302K Buy
7,359
+975
+15% +$41.6K ﹤0.01% 1973
2024
Q1 		$298K Buy
6,384
+208
+3% +$9.81K ﹤0.01% 1927
2023
Q4 		$295K Buy
+6,176
New +$239K ﹤0.01% 1820

Other funds holding RARE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Wealth Enhancement Advisory Services's RARE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Ultragenyx Pharmaceutical (RARE) stake by 72% in Q2 2026, buying an estimated $608K and bringing the position to 58,653 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Wealth Enhancement Advisory Services first reported a position in RARE in Q4 2023 and has held it in 10 quarters since. 30 funds tracked by Wall St. Rank hold RARE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 58,653 shares of Ultragenyx Pharmaceutical worth $1.98M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 24,479 Ultragenyx Pharmaceutical shares in Q2 2026, an estimated $608K.
  • Ultragenyx Pharmaceutical made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1575 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ultragenyx Pharmaceutical in Q4 2023 and has held it in 10 quarters since.
  • 30 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.