Coastal Bridge Advisors’s UroGen Pharma URGN Stock Holding History

Coastal Bridge 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 Q1	$665K	Hold	37,000	–	–	0.05%	271
2025 Q4	$867K	Hold	37,000	–	–	0.06%	234
2025 Q3	$738K	Hold	37,000	–	–	0.06%	245
2025 Q2	$507K	Buy	+37,000	New	+$355K	0.04%	290
2025 Q1	–	Sell	-39,000	Closed	-$415K	–	392
2024 Q4	$415K	Sell	39,000 -1,500	-4%	-$18K	0.1%	103
2024 Q3	$514K	Buy	40,500 +2,000	+5%	+$29.7K	0.13%	93
2024 Q2	$646K	Buy	38,500 +1,500	+4%	+$21.3K	0.16%	81
2024 Q1	$555K	Sell	37,000 -750	-2%	-$12.3K	0.13%	93
2023 Q4	$566K	Sell	37,750 -750	-2%	-$9.74K	0.15%	86
2023 Q3	$539K	Buy	38,500 +768	+2%	+$12.3K	0.14%	86
2023 Q2	$391K	Buy	37,732 +732	+2%	+$8.08K	0.1%	101
2023 Q1	$342K	Hold	37,000	–	–	0.09%	113
2022 Q4	$328K	Hold	37,000	–	–	0.09%	110
2022 Q3	$308K	Hold	37,000	–	–	0.08%	117
2022 Q2	$303K	Sell	37,000 -1,000	-3%	-$6.87K	0.09%	111
2022 Q1	$331K	Sell	38,000 -36,000	-49%	-$281K	0.08%	108
2021 Q4	$1.02M	Buy	74,000 +37,000	+100%	+$522K	0.21%	65
2021 Q3	$622K	Hold	37,000	–	–	0.14%	72
2021 Q2	$565K	Hold	37,000	–	–	0.12%	82
2021 Q1	$721K	Hold	37,000	–	–	0.13%	63
2020 Q4	$667K	Hold	37,000	–	–	0.13%	63
2020 Q3	$714K	Hold	37,000	–	–	0.22%	57
2020 Q2	$966K	Hold	37,000	–	–	0.31%	49
2020 Q1	$660K	Buy	37,000 +17,308	+88%	+$468K	0.24%	59
2019 Q4	$657K	Buy	19,692 +2,000	+11%	+$54.6K	0.17%	61
2019 Q3	$469K	Hold	17,692	–	–	0.16%	80
2019 Q2	$636K	Buy	17,692 +7,692	+77%	+$284K	0.19%	63
2019 Q1	$369K	Buy	+10,000	New	+$419K	0.13%	84
2018 Q3	–	Sell	-19,230	Closed	-$957K	–	141
2018 Q2	$957K	Hold	19,230	–	–	0.39%	43
2018 Q1	$956K	Sell	19,230 -19,231	-50%	-$963K	0.35%	41
2017 Q4	$1.49M	Hold	38,461	–	–	0.47%	25
2017 Q3	$1.21M	Hold	38,461	–	–	0.4%	28
2017 Q2	$695K	Buy	+38,461	New	+$668K	0.23%	48

Other funds holding URGN

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return

ACA

Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Coastal Bridge Advisors's URGN Position: Q1 2026 in Review

Coastal Bridge Advisors held its UroGen Pharma (URGN) position steady in Q1 2026 at 37,000 shares worth $665K. The position accounts for 0.05% of the portfolio, ranked #271.

Coastal Bridge Advisors first reported a position in URGN in Q2 2017 and has held it in 33 quarters since. The position peaked at $1.49M in Q4 2017. 173 funds tracked by Wall St. Rank hold URGN as of Q1 2026.

Coastal Bridge Advisors held 37,000 shares of UroGen Pharma worth $665K as of Q1 2026.
Coastal Bridge Advisors left its UroGen Pharma share count unchanged in Q1 2026.
UroGen Pharma made up 0.05% of Coastal Bridge Advisors's portfolio in Q1 2026, its #271 holding.
Coastal Bridge Advisors first reported a position in UroGen Pharma in Q2 2017 and has held it in 33 quarters since.
Coastal Bridge Advisors's UroGen Pharma position peaked at $1.49M in Q4 2017.
173 funds tracked by Wall St. Rank held UroGen Pharma as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.