Pinnacle Wealth Planning Services
URBN icon

Pinnacle Wealth Planning Services’s Urban Outfitters URBN Stock Holding History

Pinnacle Wealth Planning 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
2026
Q3 		$197K Buy
2,578
+105
+4% +$7.91K 0.02% 504
2026
Q2 		$175K Sell
2,473
-150
-6% -$10.7K 0.02% 584
2026
Q1 		$166K Sell
2,623
-7
-0.3% -$481 0.02% 545
2025
Q4 		$198K Buy
+2,630
New +$186K 0.02% 466

Other funds holding URBN

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Pinnacle Wealth Planning Services's URBN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Urban Outfitters (URBN) stake by 4.2% in Q3 2026, buying an estimated $7.91K and bringing the position to 2,578 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #504.

Pinnacle Wealth Planning Services first reported a position in URBN in Q4 2025 and has held it in 4 quarters since. The position peaked at $198K in Q4 2025. 107 funds tracked by Wall St. Rank hold URBN as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,578 shares of Urban Outfitters worth $197K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 105 Urban Outfitters shares in Q3 2026, an estimated $7.91K.
  • Urban Outfitters made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #504 holding.
  • Pinnacle Wealth Planning Services first reported a position in Urban Outfitters in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Urban Outfitters position peaked at $198K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Urban Outfitters as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.