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Essential Partners’s Ur-Energy URG Stock Holding History

Essential Partners’s Portfolio URG Stock Details URG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$32 Buy
+30
New +$39 ﹤0.01% 2802
2025
Q3 		– Sell
-32
Closed -$34 – 2794
2025
Q2 		$34 Buy
+32
New +$26 ﹤0.01% 2185

Other funds holding URG

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's URG Position: Q3 2026 in Review

Essential Partners opened a new position in Ur-Energy (URG) in Q3 2026: 30 shares worth $32. The stake represents ﹤0.01% of the portfolio and ranks #2802 among its holdings. This is a return to the name: Essential Partners previously reported a position in URG as recently as Q2 2025.

Essential Partners first reported a position in URG in Q2 2025 and has held it in 2 quarters since. The position peaked at $34 in Q2 2025. 7 funds tracked by Wall St. Rank hold URG as of Q3 2026.

  • Essential Partners held 30 shares of Ur-Energy worth $32 as of Q3 2026.
  • Ur-Energy was a new Essential Partners position in Q3 2026.
  • Ur-Energy made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2802 holding.
  • Essential Partners first reported a position in Ur-Energy in Q2 2025 and has held it in 2 quarters since.
  • Essential Partners's Ur-Energy position peaked at $34 in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Ur-Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.