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Physician Wealth Advisors’s Urban Outfitters URBN Stock Holding History

Physician Wealth Advisors’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
-3
Closed -$226 – 2239
2025
Q4 		$226 Sell
3
-4
-57% -$283 ﹤0.01% 1998
2025
Q3 		$501 Hold
7
– – ﹤0.01% 1808
2025
Q2 		$508 Buy
+7
New +$420 ﹤0.01% 1707

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

Physician Wealth Advisors's URBN Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Urban Outfitters (URBN) in Q1 2026, closing a stake of 3 shares — an estimated $226 sold.

Physician Wealth Advisors first reported a position in URBN in Q2 2025 and held it in 3 quarters. The position peaked at $508 in Q2 2025. 412 funds tracked by Wall St. Rank hold URBN as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Urban Outfitters position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 3 Urban Outfitters shares in Q1 2026, an estimated $226.
  • Physician Wealth Advisors first reported a position in Urban Outfitters in Q2 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's Urban Outfitters position peaked at $508 in Q2 2025.
  • 412 funds tracked by Wall St. Rank held Urban Outfitters as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.