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Forum Financial Management’s Urban Outfitters URBN Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-4,448
Closed -$335K – 963
2025
Q4 		$335K Buy
4,448
+156
+4% +$11K ﹤0.01% 690
2025
Q3 		$307K Buy
4,292
+717
+20% +$52.7K ﹤0.01% 728
2025
Q2 		$259K Buy
+3,575
New +$215K ﹤0.01% 753

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
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

Forum Financial Management's URBN Position: Q1 2026 in Review

Forum Financial Management sold out of Urban Outfitters (URBN) in Q1 2026, closing a stake of 4,448 shares — an estimated $335K sold.

Forum Financial Management first reported a position in URBN in Q2 2025 and held it in 3 quarters. The position peaked at $335K in Q4 2025. 414 funds tracked by Wall St. Rank hold URBN as of Q1 2026.

  • Forum Financial Management reported no remaining Urban Outfitters position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,448 Urban Outfitters shares in Q1 2026, an estimated $335K.
  • Forum Financial Management first reported a position in Urban Outfitters in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Urban Outfitters position peaked at $335K in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Urban Outfitters as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.