PWPS
URGN icon

Pinnacle Wealth Planning Services’s UroGen Pharma URGN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio URGN Stock Details URGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.3K Hold
688
– – ﹤0.01% 1674
2026
Q1 		$12.4K Hold
688
– – ﹤0.01% 1922
2025
Q4 		$16.1K Buy
+688
New +$14.9K ﹤0.01% 1813

Other funds holding URGN

RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its UroGen Pharma (URGN) position steady in Q2 2026 at 688 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Pinnacle Wealth Planning Services first reported a position in URGN in Q4 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold URGN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 688 shares of UroGen Pharma worth $25.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its UroGen Pharma share count unchanged in Q2 2026.
  • UroGen Pharma made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1674 holding.
  • Pinnacle Wealth Planning Services first reported a position in UroGen Pharma in Q4 2025 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held UroGen Pharma as of Q2 2026.

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