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Beacon Investment Advisory Services’s UroGen Pharma URGN Stock Holding History

Beacon Investment Advisory Services’s Portfolio URGN Stock Details URGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.2K Buy
+250
New +$10.7K ﹤0.01% 632

Other funds holding URGN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Beacon Investment Advisory Services's URGN Position: Q3 2026 in Review

Beacon Investment Advisory Services opened a new position in UroGen Pharma (URGN) in Q3 2026: 250 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings.

6 funds tracked by Wall St. Rank hold URGN as of Q3 2026.

  • Beacon Investment Advisory Services held 250 shares of UroGen Pharma worth $10.2K as of Q3 2026.
  • UroGen Pharma was a new Beacon Investment Advisory Services position in Q3 2026.
  • UroGen Pharma made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #632 holding.
  • 6 funds tracked by Wall St. Rank held UroGen Pharma as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.