IWC
URGN icon

Integrated Wealth Concepts’s UroGen Pharma URGN Stock Holding History

Integrated Wealth Concepts’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 		$432K Sell
11,741
-900
-7% -$24.4K ﹤0.01% 1863
2026
Q1 		$227K Buy
+12,641
New +$253K ﹤0.01% 2026

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

Integrated Wealth Concepts's URGN Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its UroGen Pharma (URGN) stake by 7.1% in Q2 2026, selling an estimated $24.4K and leaving 11,741 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Integrated Wealth Concepts first reported a position in URGN in Q1 2026 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold URGN as of Q2 2026.

  • Integrated Wealth Concepts held 11,741 shares of UroGen Pharma worth $432K as of Q2 2026.
  • Integrated Wealth Concepts sold 900 UroGen Pharma shares in Q2 2026, an estimated $24.4K.
  • UroGen Pharma made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1863 holding.
  • Integrated Wealth Concepts first reported a position in UroGen Pharma in Q1 2026 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held UroGen Pharma as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.