LPL Financial
URGN icon

LPL Financial’s UroGen Pharma URGN Stock Holding History

LPL Financial’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 		$532K Buy
+14,457
New +$392K ﹤0.01% 4963
2025
Q4 		– Sell
-11,561
Closed -$231K – 6072
2025
Q3 		$231K Sell
11,561
-933
-7% -$16.8K ﹤0.01% 5253
2025
Q2 		$171K Sell
12,494
-73
-0.6% -$700 ﹤0.01% 5144
2025
Q1 		$139K Buy
+12,567
New +$134K ﹤0.01% 4969

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

LPL Financial's URGN Position: Q2 2026 in Review

LPL Financial opened a new position in UroGen Pharma (URGN) in Q2 2026: 14,457 shares worth $532K. The stake represents ﹤0.01% of the portfolio and ranks #4963 among its holdings. This is a return to the name: LPL Financial previously reported a position in URGN as recently as Q3 2025.

LPL Financial first reported a position in URGN in Q1 2025 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold URGN as of Q2 2026.

  • LPL Financial held 14,457 shares of UroGen Pharma worth $532K as of Q2 2026.
  • UroGen Pharma was a new LPL Financial position in Q2 2026.
  • UroGen Pharma made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4963 holding.
  • LPL Financial first reported a position in UroGen Pharma in Q1 2025 and has held it in 4 quarters since.
  • 189 funds tracked by Wall St. Rank held UroGen Pharma as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.