Creative Planning’s UroGen Pharma URGN Stock Holding History

Creative Planning’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	$444K	Buy	12,075 +1,399	+13%	+$37.9K	﹤0.01%	3282
2026 Q1	$192K	Buy	10,676 +100	+0.9%	+$2K	﹤0.01%	3753
2025 Q4	$248K	Buy	10,576 +132	+1%	+$2.86K	﹤0.01%	3382
2025 Q3	$208K	Buy	+10,444	New	+$188K	﹤0.01%	3448

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

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

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 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

Creative Planning's URGN Position: Q2 2026 in Review

Creative Planning increased its UroGen Pharma (URGN) stake by 13% in Q2 2026, buying an estimated $37.9K and bringing the position to 12,075 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #3282.

Creative Planning first reported a position in URGN in Q3 2025 and has held it in 4 quarters since. 190 funds tracked by Wall St. Rank hold URGN as of Q2 2026.

Creative Planning held 12,075 shares of UroGen Pharma worth $444K as of Q2 2026.
Creative Planning bought 1,399 UroGen Pharma shares in Q2 2026, an estimated $37.9K.
UroGen Pharma made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3282 holding.
Creative Planning first reported a position in UroGen Pharma in Q3 2025 and has held it in 4 quarters since.
190 funds tracked by Wall St. Rank held UroGen Pharma as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.