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Root Financial Partners’s UroGen Pharma URGN Stock Holding History

Root Financial Partners’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 		– Sell
-30
Closed -$539 – 3038
2026
Q1 		$539 Buy
+30
New +$601 ﹤0.01% 2842

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ORI
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New York State Common Retirement Fund
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PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

Root Financial Partners sold out of UroGen Pharma (URGN) in Q2 2026, closing a stake of 30 shares — an estimated $539 sold.

Root Financial Partners first reported a position in URGN in Q1 2026 and held it in 1 quarter. The position peaked at $539 in Q1 2026. 25 funds tracked by Wall St. Rank hold URGN as of Q2 2026.

  • Root Financial Partners reported no remaining UroGen Pharma position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 30 UroGen Pharma shares in Q2 2026, an estimated $539.
  • Root Financial Partners first reported a position in UroGen Pharma in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's UroGen Pharma position peaked at $539 in Q1 2026.
  • 25 funds tracked by Wall St. Rank held UroGen Pharma as of Q2 2026.

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