BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Ultragenyx Pharmaceutical RARE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-13
Closed -$272 – 2523
2026
Q1
$272 Hold
13
– – ﹤0.01% 2386
2025
Q4
$299 Hold
13
– – ﹤0.01% 2486
2025
Q3
$391 Buy
+13
New +$390 ﹤0.01% 2336

Other funds holding RARE

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s RARE Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Ultragenyx Pharmaceutical (RARE) in Q2 2026, closing a stake of 13 shares — an estimated $272 sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in RARE in Q3 2025 and held it in 3 quarters. The position peaked at $391 in Q3 2025. 311 funds tracked by Wall St. Rank hold RARE as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Ultragenyx Pharmaceutical position as of Q2 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 13 Ultragenyx Pharmaceutical shares in Q2 2026, an estimated $272.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Ultragenyx Pharmaceutical in Q3 2025 and held it in 3 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Ultragenyx Pharmaceutical position peaked at $391 in Q3 2025.
  • 311 funds tracked by Wall St. Rank held Ultragenyx Pharmaceutical as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.