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EverSource Wealth Advisors’s Urban Outfitters URBN Stock Holding History

EverSource Wealth Advisors’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.9K Buy
224
+33
+17% +$2.35K ﹤0.01% 2610
2026
Q1 		$12.1K Sell
191
-24
-11% -$1.65K ﹤0.01% 2815
2025
Q4 		$16.2K Sell
215
-289
-57% -$20.4K ﹤0.01% 2524
2025
Q3 		$36K Buy
504
+11
+2% +$809 ﹤0.01% 1944
2025
Q2 		$35.8K Buy
493
+274
+125% +$16.5K ﹤0.01% 1853
2025
Q1 		$11.5K Buy
219
+50
+30% +$2.74K ﹤0.01% 2033
2024
Q4 		$9.28K Buy
169
+45
+36% +$1.92K ﹤0.01% 2038
2024
Q3 		$4.75K Sell
124
-12
-9% -$488 ﹤0.01% 2245
2024
Q2 		$6.26K Sell
136
-173
-56% -$7.11K ﹤0.01% 2124
2024
Q1 		$12K Hold
309
– – ﹤0.01% 1597
2023
Q4 		$11K Sell
309
-261
-46% -$9.08K ﹤0.01% 1512
2023
Q3 		$18.6K Hold
570
– – ﹤0.01% 1153
2023
Q2 		$18.9K Hold
570
– – ﹤0.01% 1175
2023
Q1 		$15.8K Sell
570
-88
-13% -$2.37K ﹤0.01% 1174
2022
Q4 		$15.7K Hold
658
– – ﹤0.01% 1151
2022
Q3 		$13K Buy
+658
New +$13.8K ﹤0.01% 1054

Other funds holding URBN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's URBN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Urban Outfitters (URBN) stake by 17% in Q2 2026, buying an estimated $2.35K and bringing the position to 224 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2610.

EverSource Wealth Advisors first reported a position in URBN in Q3 2022 and has held it in 16 quarters since. The position peaked at $36K in Q3 2025. 419 funds tracked by Wall St. Rank hold URBN as of Q2 2026.

  • EverSource Wealth Advisors held 224 shares of Urban Outfitters worth $15.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 33 Urban Outfitters shares in Q2 2026, an estimated $2.35K.
  • Urban Outfitters made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2610 holding.
  • EverSource Wealth Advisors first reported a position in Urban Outfitters in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Urban Outfitters position peaked at $36K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Urban Outfitters as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.