Creative Planning
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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
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

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Morgan Stanley
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
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning's URGN Position: Q1 2026 in Review

Creative Planning increased its UroGen Pharma (URGN) stake by 0.95% in Q1 2026, buying an estimated $2K and bringing the position to 10,676 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #3753.

Creative Planning first reported a position in URGN in Q3 2025 and has held it in 3 quarters since. The position peaked at $248K in Q4 2025. 172 funds tracked by Wall St. Rank hold URGN as of Q1 2026.

  • Creative Planning held 10,676 shares of UroGen Pharma worth $192K as of Q1 2026.
  • Creative Planning bought 100 UroGen Pharma shares in Q1 2026, an estimated $2K.
  • UroGen Pharma made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3753 holding.
  • Creative Planning first reported a position in UroGen Pharma in Q3 2025 and has held it in 3 quarters since.
  • Creative Planning's UroGen Pharma position peaked at $248K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held UroGen Pharma as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.