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Optivise Advisory Services’s Urban Outfitters URBN Stock Holding History

Optivise Advisory Services’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
2025
Q4 		– Sell
-3,459
Closed -$247K – 229
2025
Q3 		$247K Buy
+3,459
New +$254K 0.15% 153

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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
State Street
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Optivise Advisory Services's URBN Position: Q4 2025 in Review

Optivise Advisory Services sold out of Urban Outfitters (URBN) in Q4 2025, closing a stake of 3,459 shares — an estimated $247K sold.

Optivise Advisory Services first reported a position in URBN in Q3 2025 and held it in 1 quarter. The position peaked at $247K in Q3 2025. 433 funds tracked by Wall St. Rank hold URBN as of Q4 2025.

  • Optivise Advisory Services reported no remaining Urban Outfitters position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 3,459 Urban Outfitters shares in Q4 2025, an estimated $247K.
  • Optivise Advisory Services first reported a position in Urban Outfitters in Q3 2025 and held it in 1 quarter.
  • Optivise Advisory Services's Urban Outfitters position peaked at $247K in Q3 2025.
  • 433 funds tracked by Wall St. Rank held Urban Outfitters as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.