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Capital Advisory Group Advisory Services’s Urban Outfitters URBN Stock Holding History

Capital Advisory Group Advisory Services’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
2025
Q4 		– Sell
-2,854
Closed -$204K – 186
2025
Q3 		$204K Hold
2,854
– – 0.06% 174
2025
Q2 		$207K Buy
+2,854
New +$171K 0.07% 166

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Capital Advisory Group Advisory Services's URBN Position: Q4 2025 in Review

Capital Advisory Group Advisory Services sold out of Urban Outfitters (URBN) in Q4 2025, closing a stake of 2,854 shares — an estimated $204K sold.

Capital Advisory Group Advisory Services first reported a position in URBN in Q2 2025 and held it in 2 quarters. The position peaked at $207K in Q2 2025. 433 funds tracked by Wall St. Rank hold URBN as of Q4 2025.

  • Capital Advisory Group Advisory Services reported no remaining Urban Outfitters position as of Q4 2025 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 2,854 Urban Outfitters shares in Q4 2025, an estimated $204K.
  • Capital Advisory Group Advisory Services first reported a position in Urban Outfitters in Q2 2025 and held it in 2 quarters.
  • Capital Advisory Group Advisory Services's Urban Outfitters position peaked at $207K in Q2 2025.
  • 433 funds tracked by Wall St. Rank held Urban Outfitters as of Q4 2025.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.