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Hennion & Walsh Asset Management’s UroGen Pharma URGN Stock Holding History

Hennion & Walsh Asset Management’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
Q3 		$12.6M Buy
309,584
+32,888
+12% +$1.41M 0.37% 51
2026
Q2 		$10.2M Buy
276,696
+93,192
+51% +$2.53M 0.29% 69
2026
Q1 		$3.3M Buy
183,504
+21,580
+13% +$433K 0.11% 239
2025
Q4 		$3.79M Buy
161,924
+96,741
+148% +$2.1M 0.13% 198
2025
Q3 		$1.3M Buy
65,183
+26,828
+70% +$482K 0.05% 451
2025
Q2 		$525K Buy
+38,355
New +$368K 0.02% 656

Other funds holding URGN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Hennion & Walsh Asset Management's URGN Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its UroGen Pharma (URGN) stake by 12% in Q3 2026, buying an estimated $1.41M and bringing the position to 309,584 shares worth $12.6M. The position accounts for 0.37% of the portfolio, ranked #51.

Hennion & Walsh Asset Management first reported a position in URGN in Q2 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold URGN as of Q3 2026.

  • Hennion & Walsh Asset Management held 309,584 shares of UroGen Pharma worth $12.6M as of Q3 2026.
  • Hennion & Walsh Asset Management bought 32,888 UroGen Pharma shares in Q3 2026, an estimated $1.41M.
  • UroGen Pharma made up 0.37% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #51 holding.
  • Hennion & Walsh Asset Management first reported a position in UroGen Pharma in Q2 2025 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held UroGen Pharma as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.