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Optimize Financial’s Urban Outfitters URBN Stock Holding History

Optimize Financial’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
Q1 		– Sell
-8,548
Closed -$643K – 461
2025
Q4 		$643K Buy
8,548
+120
+1% +$8.49K 0.32% 76
2025
Q3 		$602K Buy
+8,428
New +$620K 0.31% 63

Other funds holding URBN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimize Financial's URBN Position: Q1 2026 in Review

Optimize Financial sold out of Urban Outfitters (URBN) in Q1 2026, closing a stake of 8,548 shares — an estimated $643K sold.

Optimize Financial first reported a position in URBN in Q3 2025 and held it in 2 quarters. The position peaked at $643K in Q4 2025. 412 funds tracked by Wall St. Rank hold URBN as of Q1 2026.

  • Optimize Financial reported no remaining Urban Outfitters position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 8,548 Urban Outfitters shares in Q1 2026, an estimated $643K.
  • Optimize Financial first reported a position in Urban Outfitters in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Urban Outfitters position peaked at $643K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Urban Outfitters as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.