LWM
UROY

Lodestone Wealth Management’s Uranium Royalty Corp UROY Stock Holding History

Lodestone Wealth Management’s Portfolio UROY Stock Details UROY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,000
Closed -$3.54K – 816
2025
Q4 		$3.54K Buy
+1,000
New +$3.91K ﹤0.01% 627

Other funds holding UROY

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Vident Advisory
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Lodestone Wealth Management's UROY Position: Q1 2026 in Review

Lodestone Wealth Management sold out of Uranium Royalty Corp (UROY) in Q1 2026, closing a stake of 1,000 shares — an estimated $3.54K sold.

Lodestone Wealth Management first reported a position in UROY in Q4 2025 and held it in 1 quarter. The position peaked at $3.54K in Q4 2025. 108 funds tracked by Wall St. Rank hold UROY as of Q1 2026.

  • Lodestone Wealth Management reported no remaining Uranium Royalty Corp position as of Q1 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 1,000 Uranium Royalty Corp shares in Q1 2026, an estimated $3.54K.
  • Lodestone Wealth Management first reported a position in Uranium Royalty Corp in Q4 2025 and held it in 1 quarter.
  • Lodestone Wealth Management's Uranium Royalty Corp position peaked at $3.54K in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Uranium Royalty Corp as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.