Lido Advisors
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Lido Advisors’s Urban Outfitters URBN Stock Holding History

Lido Advisors’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
Q2 		$537K Sell
7,578
-916
-11% -$65.3K ﹤0.01% 1443
2026
Q1 		$538K Buy
8,494
+1,127
+15% +$77.4K ﹤0.01% 1264
2025
Q4 		$533K Buy
7,367
+193
+3% +$13.7K ﹤0.01% 1272
2025
Q3 		$512K Buy
7,174
+282
+4% +$20.7K ﹤0.01% 1223
2025
Q2 		$500K Sell
6,892
-825
-11% -$49.5K ﹤0.01% 1104
2025
Q1 		$404K Buy
7,717
+58
+0.8% +$3.18K ﹤0.01% 1087
2024
Q4 		$420K Buy
7,659
+2,042
+36% +$87.2K ﹤0.01% 1068
2024
Q3 		$215K Sell
5,617
-2,193
-28% -$89.1K ﹤0.01% 1301
2024
Q2 		$321K Sell
7,810
-183
-2% -$7.52K ﹤0.01% 1087
2024
Q1 		$347K Buy
+7,993
New +$328K ﹤0.01% 1031
2023
Q4 		– Sell
-8,851
Closed -$289K – 1438
2023
Q3 		$289K Buy
+8,851
New +$303K ﹤0.01% 933

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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Lido Advisors's URBN Position: Q2 2026 in Review

Lido Advisors reduced its Urban Outfitters (URBN) stake by 11% in Q2 2026, selling an estimated $65.3K and leaving 7,578 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Lido Advisors first reported a position in URBN in Q3 2023 and has held it in 11 quarters since. The position peaked at $538K in Q1 2026. 420 funds tracked by Wall St. Rank hold URBN as of Q2 2026.

  • Lido Advisors held 7,578 shares of Urban Outfitters worth $537K as of Q2 2026.
  • Lido Advisors sold 916 Urban Outfitters shares in Q2 2026, an estimated $65.3K.
  • Urban Outfitters made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1443 holding.
  • Lido Advisors first reported a position in Urban Outfitters in Q3 2023 and has held it in 11 quarters since.
  • Lido Advisors's Urban Outfitters position peaked at $538K in Q1 2026.
  • 420 funds tracked by Wall St. Rank held Urban Outfitters as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.