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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's URBN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Urban Outfitters (URBN) stake by 5.7% in Q2 2026, selling an estimated $10.7K and leaving 2,473 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #584.

Pinnacle Wealth Planning Services first reported a position in URBN in Q4 2025 and has held it in 3 quarters since. The position peaked at $198K in Q4 2025. 420 funds tracked by Wall St. Rank hold URBN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,473 shares of Urban Outfitters worth $175K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 150 Urban Outfitters shares in Q2 2026, an estimated $10.7K.
  • Urban Outfitters made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #584 holding.
  • Pinnacle Wealth Planning Services first reported a position in Urban Outfitters in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Urban Outfitters position peaked at $198K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Urban Outfitters as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.