Carson Wealth (CWM LLC)’s UroGen Pharma URGN Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$70K	Buy	3,894 +5	+0.1%	+$100	﹤0.01%	3551
2025 Q4	$91K	Sell	3,889 -382	-9%	-$8.29K	﹤0.01%	3141
2025 Q3	$85K	Buy	4,271 +650	+18%	+$11.7K	﹤0.01%	3109
2025 Q2	$50K	Sell	3,621 -1,604	-31%	-$15.4K	﹤0.01%	3287
2025 Q1	$58K	Buy	5,225 +5,140	+6,047%	+$54.8K	﹤0.01%	2859
2024 Q4	$1K	Sell	85 -1,526	-95%	-$18.3K	﹤0.01%	4829
2024 Q3	$20K	Buy	1,611 +1,535	+2,020%	+$22.8K	﹤0.01%	3372
2024 Q2	$1K	Buy	76 +35	+85%	+$498	﹤0.01%	4507
2024 Q1	$1K	Buy	+41	New	+$670	﹤0.01%	4229
2022 Q4	–	Sell	-67	Closed	-$1K	–	4266
2022 Q3	$1K	Sell	67 -44	-40%	-$364	﹤0.01%	3784
2022 Q2	$1K	Hold	111	–	–	﹤0.01%	3662
2022 Q1	$1K	Buy	+111	New	+$866	﹤0.01%	3423

Other funds holding URGN

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

ACA

Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its UroGen Pharma (URGN) stake by 0.13% in Q1 2026, buying an estimated $100 and bringing the position to 3,894 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #3551.

Carson Wealth (CWM LLC) first reported a position in URGN in Q1 2022 and has held it in 12 quarters since. The position peaked at $91K in Q4 2025. 173 funds tracked by Wall St. Rank hold URGN as of Q1 2026.

Carson Wealth (CWM LLC) held 3,894 shares of UroGen Pharma worth $70K as of Q1 2026.
Carson Wealth (CWM LLC) bought 5 UroGen Pharma shares in Q1 2026, an estimated $100.
UroGen Pharma made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3551 holding.
Carson Wealth (CWM LLC) first reported a position in UroGen Pharma in Q1 2022 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s UroGen Pharma position peaked at $91K in Q4 2025.
173 funds tracked by Wall St. Rank held UroGen Pharma as of Q1 2026.

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