Charles Schwab
URGN icon

Charles Schwab’s UroGen Pharma URGN Stock Holding History

Charles Schwab’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
Q2 		$4.72M Buy
128,370
+39,904
+45% +$1.08M ﹤0.01% 2512
2026
Q1 		$1.59M Sell
88,466
-2,523
-3% -$50.6K ﹤0.01% 2771
2025
Q4 		$2.13M Sell
90,989
-70
-0.1% -$1.52K ﹤0.01% 2744
2025
Q3 		$1.82M Sell
91,059
-1,839
-2% -$33K ﹤0.01% 2775
2025
Q2 		$1.27M Sell
92,898
-649
-0.7% -$6.23K ﹤0.01% 2825
2025
Q1 		$1.03M Buy
93,547
+30
+0% +$320 ﹤0.01% 2826
2024
Q4 		$996K Buy
93,517
+3,024
+3% +$36.2K ﹤0.01% 2909
2024
Q3 		$1.15M Buy
90,493
+7,576
+9% +$112K ﹤0.01% 2879
2024
Q2 		$1.39M Buy
82,917
+20,037
+32% +$285K ﹤0.01% 2815
2024
Q1 		$943K Hold
62,880
– – ﹤0.01% 2814
2023
Q4 		$943K Buy
62,880
+16,486
+36% +$214K ﹤0.01% 2854
2023
Q3 		$650K Buy
46,394
+1,670
+4% +$26.8K ﹤0.01% 2948
2023
Q2 		$463K Buy
+44,724
New +$493K ﹤0.01% 3090
2022
Q2 		– Sell
-42,689
Closed -$372K – 3645
2022
Q1 		$372K Hold
42,689
– – ﹤0.01% 3164
2021
Q4 		$406K Hold
42,689
– – ﹤0.01% 3215
2021
Q3 		$719K Buy
42,689
+2,174
+5% +$34.5K ﹤0.01% 3007
2021
Q2 		$619K Sell
40,515
-338
-0.8% -$6.11K ﹤0.01% 3100
2021
Q1 		$796K Sell
40,853
-183
-0.4% -$3.88K ﹤0.01% 2928
2020
Q4 		$740K Buy
41,036
+1,066
+3% +$22.3K ﹤0.01% 2867
2020
Q3 		$772K Sell
39,970
-1,826
-4% -$41.3K ﹤0.01% 2738
2020
Q2 		$1.09M Buy
41,796
+1,232
+3% +$30.1K ﹤0.01% 2598
2020
Q1 		$724K Buy
40,564
+210
+0.5% +$5.67K ﹤0.01% 2579
2019
Q4 		$1.35M Buy
40,354
+1,169
+3% +$31.9K ﹤0.01% 2517
2019
Q3 		$934K Buy
39,185
+208
+0.5% +$6.8K ﹤0.01% 2595
2019
Q2 		$1.4M Buy
+38,977
New +$1.44M ﹤0.01% 2477

Other funds holding URGN

RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Charles Schwab's URGN Position: Q2 2026 in Review

Charles Schwab increased its UroGen Pharma (URGN) stake by 45% in Q2 2026, buying an estimated $1.08M and bringing the position to 128,370 shares worth $4.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2512.

Charles Schwab first reported a position in URGN in Q2 2019 and has held it in 25 quarters since. 189 funds tracked by Wall St. Rank hold URGN as of Q2 2026.

  • Charles Schwab held 128,370 shares of UroGen Pharma worth $4.72M as of Q2 2026.
  • Charles Schwab bought 39,904 UroGen Pharma shares in Q2 2026, an estimated $1.08M.
  • UroGen Pharma made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2512 holding.
  • Charles Schwab first reported a position in UroGen Pharma in Q2 2019 and has held it in 25 quarters since.
  • 189 funds tracked by Wall St. Rank held UroGen Pharma as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.