Root Financial Partners
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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
Q3 		$38.4K Buy
+503
New +$37.9K ﹤0.01% 1217
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

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's URBN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Urban Outfitters (URBN) in Q3 2026: 503 shares worth $38.4K. The stake represents ﹤0.01% of the portfolio and ranks #1217 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in URBN as recently as Q1 2026.

Root Financial Partners first reported a position in URBN in Q3 2025 and has held it in 4 quarters since. 337 funds tracked by Wall St. Rank hold URBN as of Q3 2026.

  • Root Financial Partners held 503 shares of Urban Outfitters worth $38.4K as of Q3 2026.
  • Urban Outfitters was a new Root Financial Partners position in Q3 2026.
  • Urban Outfitters made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1217 holding.
  • Root Financial Partners first reported a position in Urban Outfitters in Q3 2025 and has held it in 4 quarters since.
  • 337 funds tracked by Wall St. Rank held Urban Outfitters as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.