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Root Financial Partners’s Urban Outfitters URBN Stock Holding History

Root Financial Partners’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 		– Sell
-314
Closed -$19.9K – 3037
2026
Q1 		$19.9K Buy
314
+36
+13% +$2.47K ﹤0.01% 1326
2025
Q4 		$20.9K Sell
278
-74
-21% -$5.24K ﹤0.01% 1168
2025
Q3 		$25.1K Buy
+352
New +$25.9K ﹤0.01% 999

Other funds holding URBN

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Root Financial Partners's URBN Position: Q2 2026 in Review

Root Financial Partners sold out of Urban Outfitters (URBN) in Q2 2026, closing a stake of 314 shares — an estimated $19.9K sold.

Root Financial Partners first reported a position in URBN in Q3 2025 and held it in 3 quarters. The position peaked at $25.1K in Q3 2025. 97 funds tracked by Wall St. Rank hold URBN as of Q2 2026.

  • Root Financial Partners reported no remaining Urban Outfitters position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 314 Urban Outfitters shares in Q2 2026, an estimated $19.9K.
  • Root Financial Partners first reported a position in Urban Outfitters in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Urban Outfitters position peaked at $25.1K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Urban Outfitters as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.