Kaizen Financial Strategies’s Uranium Energy UEC Stock Holding History

Kaizen Financial Strategies’s Portfolio UEC Stock Details UEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$501K	Sell	47,511 -500	-1%	-$6.71K	0.16%	97
2026 Q1	$728K	Buy	48,011 +500	+1%	+$7.71K	0.31%	64
2025 Q4	$555K	Hold	47,511	–	–	0.24%	74
2025 Q3	$581K	Hold	47,511	–	–	0.26%	72
2025 Q2	$323K	Buy	+47,511	New	+$266K	0.16%	107

Other funds holding UEC

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

APU

Acasta Partners UK London $189M AUM

Kaizen Financial Strategies's UEC Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Uranium Energy (UEC) stake by 1% in Q2 2026, selling an estimated $6.71K and leaving 47,511 shares worth $501K. The position accounts for 0.16% of the portfolio, ranked #97.

Kaizen Financial Strategies first reported a position in UEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $728K in Q1 2026. 116 funds tracked by Wall St. Rank hold UEC as of Q2 2026.

Kaizen Financial Strategies held 47,511 shares of Uranium Energy worth $501K as of Q2 2026.
Kaizen Financial Strategies sold 500 Uranium Energy shares in Q2 2026, an estimated $6.71K.
Uranium Energy made up 0.16% of Kaizen Financial Strategies's portfolio in Q2 2026, its #97 holding.
Kaizen Financial Strategies first reported a position in Uranium Energy in Q2 2025 and has held it in 5 quarters since.
Kaizen Financial Strategies's Uranium Energy position peaked at $728K in Q1 2026.
116 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.