Lloyd Harbor Capital Management’s Global X Uranium ETF URA Stock Holding History

Lloyd Harbor Capital Management’s Portfolio URA Stock Details URA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.4M	Buy	+260,000	New	+$13.2M	11.69%	2
2025 Q2	–	Sell	-200,000	Closed	-$4.58M	–	24
2025 Q1	$4.58M	Buy	+200,000	New	+$5.32M	3.36%	13
2024 Q3	–	Sell	-486,914	Closed	-$14.1M	–	31
2024 Q2	$14.1M	Buy	+486,914	New	+$14.8M	8.63%	4

Other funds holding URA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lloyd Harbor Capital Management's URA Position: Q2 2026 in Review

Lloyd Harbor Capital Management opened a new position in Global X Uranium ETF (URA) in Q2 2026: 260,000 shares worth $11.4M. The stake represents 11.69% of the portfolio and ranks #2 among its holdings. This is a return to the name: Lloyd Harbor Capital Management previously reported a position in URA as recently as Q1 2025.

Lloyd Harbor Capital Management first reported a position in URA in Q2 2024 and has held it in 3 quarters since. The position peaked at $14.1M in Q2 2024. 530 funds tracked by Wall St. Rank hold URA as of Q2 2026.

Lloyd Harbor Capital Management held 260,000 shares of Global X Uranium ETF worth $11.4M as of Q2 2026.
Global X Uranium ETF was a new Lloyd Harbor Capital Management position in Q2 2026.
Global X Uranium ETF made up 11.69% of Lloyd Harbor Capital Management's portfolio in Q2 2026, its #2 holding.
Lloyd Harbor Capital Management first reported a position in Global X Uranium ETF in Q2 2024 and has held it in 3 quarters since.
Lloyd Harbor Capital Management's Global X Uranium ETF position peaked at $14.1M in Q2 2024.
530 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Lloyd Harbor Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.