Evelyn Partners Asset Management’s Global X Uranium ETF URA Stock Holding History

Evelyn Partners Asset Management’s Portfolio URA Stock Details URA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.79M	Buy	181,592 +6,193	+4%	+$322K	2.17%	15
2025 Q4	$7.49M	Buy	175,399 +5,831	+3%	+$282K	1.76%	21
2025 Q3	$8.08M	Buy	169,568 +4,870	+3%	+$201K	1.82%	18
2025 Q2	$6.39M	Sell	164,698 -7,343	-4%	-$213K	1.62%	20
2025 Q1	$3.94M	Buy	172,041 +44,774	+35%	+$1.19M	1.1%	32
2024 Q4	$3.41M	Buy	+127,267	New	+$3.89M	0.92%	32

Other funds holding URA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Evelyn Partners Asset Management's URA Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Global X Uranium ETF (URA) stake by 3.5% in Q1 2026, buying an estimated $322K and bringing the position to 181,592 shares worth $8.79M. The position accounts for 2.17% of the portfolio, ranked #15.

Evelyn Partners Asset Management first reported a position in URA in Q4 2024 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold URA as of Q1 2026.

Evelyn Partners Asset Management held 181,592 shares of Global X Uranium ETF worth $8.79M as of Q1 2026.
Evelyn Partners Asset Management bought 6,193 Global X Uranium ETF shares in Q1 2026, an estimated $322K.
Global X Uranium ETF made up 2.17% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #15 holding.
Evelyn Partners Asset Management first reported a position in Global X Uranium ETF in Q4 2024 and has held it in 6 quarters since.
522 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.