EWA
URGN icon

EverSource Wealth Advisors’s UroGen Pharma URGN Stock Holding History

EverSource Wealth Advisors’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
Q2 		$21.5K Sell
584
-12
-2% -$325 ﹤0.01% 2379
2026
Q1 		$10.7K Buy
596
+12
+2% +$241 ﹤0.01% 2878
2025
Q4 		$13.7K Sell
584
-5
-0.8% -$108 ﹤0.01% 2634
2025
Q3 		$11.8K Hold
589
– – ﹤0.01% 2726
2025
Q2 		$8.07K Buy
589
+515
+696% +$4.94K ﹤0.01% 2950
2025
Q1 		$818 Buy
74
+66
+825% +$704 ﹤0.01% 3298
2024
Q4 		$85 Buy
+8
New +$96 ﹤0.01% 3574
2024
Q1 		– Sell
-57
Closed -$855 – 2993
2023
Q4 		$855 Buy
+57
New +$740 ﹤0.01% 2433

Other funds holding URGN

RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its UroGen Pharma (URGN) stake by 2% in Q2 2026, selling an estimated $325 and leaving 584 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

EverSource Wealth Advisors first reported a position in URGN in Q4 2023 and has held it in 8 quarters since. 189 funds tracked by Wall St. Rank hold URGN as of Q2 2026.

  • EverSource Wealth Advisors held 584 shares of UroGen Pharma worth $21.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 12 UroGen Pharma shares in Q2 2026, an estimated $325.
  • UroGen Pharma made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2379 holding.
  • EverSource Wealth Advisors first reported a position in UroGen Pharma in Q4 2023 and has held it in 8 quarters since.
  • 189 funds tracked by Wall St. Rank held UroGen Pharma as of Q2 2026.

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