Ritholtz Wealth Management’s Ur-Energy URG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$30.4K Sell
22,335
-19,750
-47% -$32.2K ﹤0.01% 1296
2026
Q1
$62.7K Hold
42,085
﹤0.01% 1180
2025
Q4
$58.5K Hold
42,085
﹤0.01% 1107
2025
Q3
$75.3K Hold
42,085
﹤0.01% 1027
2025
Q2
$44.2K Buy
+42,085
New +$33.6K ﹤0.01% 981

Other funds holding URG

Ritholtz Wealth Management's URG Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Ur-Energy (URG) stake by 47% in Q2 2026, selling an estimated $32.2K and leaving 22,335 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Ritholtz Wealth Management first reported a position in URG in Q2 2025 and has held it in 5 quarters since. The position peaked at $75.3K in Q3 2025. 163 funds tracked by Wall St. Rank hold URG as of Q2 2026.

  • Ritholtz Wealth Management held 22,335 shares of Ur-Energy worth $30.4K as of Q2 2026.
  • Ritholtz Wealth Management sold 19,750 Ur-Energy shares in Q2 2026, an estimated $32.2K.
  • Ur-Energy made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1296 holding.
  • Ritholtz Wealth Management first reported a position in Ur-Energy in Q2 2025 and has held it in 5 quarters since.
  • Ritholtz Wealth Management's Ur-Energy position peaked at $75.3K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held Ur-Energy as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.