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

Modern 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
-11,000
Closed -$38.9K – 948
2025
Q4 		$38.9K Hold
11,000
– – ﹤0.01% 840
2025
Q3 		$47.3K Hold
11,000
– – ﹤0.01% 799
2025
Q2 		$27.5K Hold
11,000
– – ﹤0.01% 772
2025
Q1 		$19.4K Hold
11,000
– – ﹤0.01% 675
2024
Q4 		$24.1K Hold
11,000
– – ﹤0.01% 577
2024
Q3 		$27K Hold
11,000
– – ﹤0.01% 433
2024
Q2 		$24.8K Hold
11,000
– – ﹤0.01% 403
2024
Q1 		$26.3K Hold
11,000
– – ﹤0.01% 296
2023
Q4 		$29.7K Buy
+11,000
New +$30.8K ﹤0.01% 189

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 $21.8B AUM 17.58% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Accordant Advisory Group
Accordant Advisory Group Annapolis, Maryland $159M AUM 14.83% 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
Sprott Inc
Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Modern Wealth Management sold out of Uranium Royalty Corp (UROY) in Q1 2026, closing a stake of 11,000 shares — an estimated $38.9K sold.

Modern Wealth Management first reported a position in UROY in Q4 2023 and held it in 9 quarters. The position peaked at $47.3K in Q3 2025. 108 funds tracked by Wall St. Rank hold UROY as of Q1 2026.

  • Modern Wealth Management reported no remaining Uranium Royalty Corp position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 11,000 Uranium Royalty Corp shares in Q1 2026, an estimated $38.9K.
  • Modern Wealth Management first reported a position in Uranium Royalty Corp in Q4 2023 and held it in 9 quarters.
  • Modern Wealth Management's Uranium Royalty Corp position peaked at $47.3K in Q3 2025.
  • 108 funds tracked by Wall St. Rank held Uranium Royalty Corp as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.