Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Urban Outfitters URBN Stock Holding History

Carson Wealth (CWM 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
Q1 		$412K Buy
6,504
+673
+12% +$46.2K ﹤0.01% 2149
2025
Q4 		$439K Buy
5,831
+95
+2% +$6.72K ﹤0.01% 1998
2025
Q3 		$410K Buy
5,736
+38
+0.7% +$2.79K ﹤0.01% 1911
2025
Q2 		$413K Buy
5,698
+1,052
+23% +$63.2K ﹤0.01% 1681
2025
Q1 		$243K Buy
4,646
+760
+20% +$41.7K ﹤0.01% 1801
2024
Q4 		$213K Buy
3,886
+2,331
+150% +$99.5K ﹤0.01% 1790
2024
Q3 		$60K Sell
1,555
-530
-25% -$21.5K ﹤0.01% 2565
2024
Q2 		$86K Buy
2,085
+1,300
+166% +$53.4K ﹤0.01% 2077
2024
Q1 		$34K Sell
785
-72
-8% -$2.95K ﹤0.01% 2562
2023
Q4 		$31K Sell
857
-164
-16% -$5.71K ﹤0.01% 2497
2023
Q3 		$33K Buy
1,021
+98
+11% +$3.35K ﹤0.01% 2354
2023
Q2 		$31K Buy
923
+5
+0.5% +$146 ﹤0.01% 2356
2023
Q1 		$25K Buy
918
+27
+3% +$727 ﹤0.01% 2357
2022
Q4 		$21K Buy
891
+73
+9% +$1.82K ﹤0.01% 2343
2022
Q3 		$16K Buy
818
+306
+60% +$6.41K ﹤0.01% 2400
2022
Q2 		$10K Buy
512
+465
+989% +$10.5K ﹤0.01% 2605
2022
Q1 		$1K Buy
47
+35
+292% +$957 ﹤0.01% 3422
2021
Q4 		$0 Buy
+12
New +$380 ﹤0.01% 3655
2021
Q2 		$0 Hold
12
– – ﹤0.01% 3012
2021
Q1 		$0 Hold
12
– – ﹤0.01% 3011
2020
Q4 		$0 Hold
12
– – ﹤0.01% 3009
2020
Q3 		$0 Hold
12
– – ﹤0.01% 3008
2020
Q2 		$0 Hold
12
– – ﹤0.01% 3007
2020
Q1 		$0 Hold
12
– – ﹤0.01% 3006
2019
Q4 		$0 Hold
12
– – ﹤0.01% 3004
2019
Q3 		$0 Hold
12
– – ﹤0.01% 3004
2019
Q2 		$0 Hold
12
– – ﹤0.01% 3003
2019
Q1 		$0 Sell
12
-120
-91% -$3.7K ﹤0.01% 3284
2018
Q4 		$4K Buy
+132
New +$4.94K ﹤0.01% 1613

Other funds holding URBN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s URBN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Urban Outfitters (URBN) stake by 12% in Q1 2026, buying an estimated $46.2K and bringing the position to 6,504 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

Carson Wealth (CWM LLC) first reported a position in URBN in Q4 2018 and has held it in 29 quarters since. The position peaked at $439K in Q4 2025. 414 funds tracked by Wall St. Rank hold URBN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,504 shares of Urban Outfitters worth $412K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 673 Urban Outfitters shares in Q1 2026, an estimated $46.2K.
  • Urban Outfitters made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2149 holding.
  • Carson Wealth (CWM LLC) first reported a position in Urban Outfitters in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Urban Outfitters position peaked at $439K in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Urban Outfitters as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.