Rothwell Investment Advisors, LLC’s Urban Outfitters URBN Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio URBN Stock Details URBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$143K	Buy	+1,870	New	+$141K	0.08%	229

Other funds holding URBN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Rothwell Investment Advisors, LLC's URBN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Urban Outfitters (URBN) in Q3 2026: 1,870 shares worth $143K. The stake represents 0.08% of the portfolio and ranks #229 among its holdings.

178 funds tracked by Wall St. Rank hold URBN as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,870 shares of Urban Outfitters worth $143K as of Q3 2026.
Urban Outfitters was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Urban Outfitters made up 0.08% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #229 holding.
178 funds tracked by Wall St. Rank held Urban Outfitters as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.