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Ethos Financial Group’s UroGen Pharma URGN Stock Holding History

Ethos Financial Group’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
2025
Q2 		– Sell
-10,500
Closed -$112K – 527
2025
Q1 		$112K Hold
10,500
– – 0.01% 424
2024
Q4 		$112K Hold
10,500
– – 0.01% 327
2024
Q3 		$133K Hold
10,500
– – 0.02% 285
2024
Q2 		$176K Hold
10,500
– – 0.03% 267
2024
Q1 		$158K Hold
10,500
– – 0.03% 265
2023
Q4 		$158K Hold
10,500
– – 0.03% 262
2023
Q3 		$147K Hold
10,500
– – 0.04% 172
2023
Q2 		$97K Hold
10,500
– – 0.03% 145
2023
Q1 		$97K Hold
10,500
– – 0.03% 182
2022
Q4 		$93.1K Buy
+10,500
New +$99.4K 0.03% 142

Other funds holding URGN

RI
RTW Investments New York $10B AUM 135.35% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
SCM
Silverarc Capital Management Boston, Massachusetts $980M AUM 470.8% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Ethos Financial Group's URGN Position: Q2 2025 in Review

Ethos Financial Group sold out of UroGen Pharma (URGN) in Q2 2025, closing a stake of 10,500 shares — an estimated $112K sold.

Ethos Financial Group first reported a position in URGN in Q4 2022 and held it in 10 quarters. The position peaked at $176K in Q2 2024. 150 funds tracked by Wall St. Rank hold URGN as of Q2 2025.

  • Ethos Financial Group reported no remaining UroGen Pharma position as of Q2 2025 after selling out during the quarter.
  • Ethos Financial Group sold 10,500 UroGen Pharma shares in Q2 2025, an estimated $112K.
  • Ethos Financial Group first reported a position in UroGen Pharma in Q4 2022 and held it in 10 quarters.
  • Ethos Financial Group's UroGen Pharma position peaked at $176K in Q2 2024.
  • 150 funds tracked by Wall St. Rank held UroGen Pharma as of Q2 2025.

Based on Ethos Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.