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Clearstead Advisors’s UroGen Pharma URGN Stock Holding History

Clearstead Advisors’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 		$37 Buy
+1
New +$27 ﹤0.01% 3525
2025
Q4 		– Sell
-9
Closed -$180 – 3255
2025
Q3 		$180 Buy
+9
New +$162 ﹤0.01% 2875

Other funds holding URGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFM
Privium Fund Management Amsterdam, Netherlands $544M AUM 72.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Clearstead Advisors's URGN Position: Q2 2026 in Review

Clearstead Advisors opened a new position in UroGen Pharma (URGN) in Q2 2026: 1 share worth $37. The stake represents ﹤0.01% of the portfolio and ranks #3525 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in URGN as recently as Q3 2025.

Clearstead Advisors first reported a position in URGN in Q3 2025 and has held it in 2 quarters since. The position peaked at $180 in Q3 2025. 52 funds tracked by Wall St. Rank hold URGN as of Q2 2026.

  • Clearstead Advisors held 1 share of UroGen Pharma worth $37 as of Q2 2026.
  • UroGen Pharma was a new Clearstead Advisors position in Q2 2026.
  • UroGen Pharma made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3525 holding.
  • Clearstead Advisors first reported a position in UroGen Pharma in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's UroGen Pharma position peaked at $180 in Q3 2025.
  • 52 funds tracked by Wall St. Rank held UroGen Pharma as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.