Rothschild Investment LLC’s UroGen Pharma URGN Stock Holding History

Rothschild Investment LLC’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	$3.09K	Buy	84 +20	+31%	+$542	﹤0.01%	2548
2026 Q1	$1.15K	Buy	64 +14	+28%	+$281	﹤0.01%	2807
2025 Q4	$1.17K	Buy	50 +5	+11%	+$108	﹤0.01%	2614
2025 Q3	$898	Sell	45 -25	-36%	-$449	﹤0.01%	2633
2025 Q2	$959	Buy	70 +45	+180%	+$432	﹤0.01%	2497
2025 Q1	$277	Sell	25 -55	-69%	-$586	﹤0.01%	2780
2024 Q4	$852	Buy	80 +50	+167%	+$599	﹤0.01%	2305
2024 Q3	$381	Buy	+30	New	+$445	﹤0.01%	2550
2018 Q4	–	Sell	-4,250	Closed	-$201K	–	387
2018 Q3	$201K	Buy	+4,250	New	+$197K	0.02%	356

Other funds holding URGN

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $179B AUM 65.34% 1-Year Est. Return

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 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

Rothschild Investment LLC's URGN Position: Q2 2026 in Review

Rothschild Investment LLC increased its UroGen Pharma (URGN) stake by 31% in Q2 2026, buying an estimated $542 and bringing the position to 84 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2548.

Rothschild Investment LLC first reported a position in URGN in Q3 2018 and has held it in 9 quarters since. The position peaked at $201K in Q3 2018. 190 funds tracked by Wall St. Rank hold URGN as of Q2 2026.

Rothschild Investment LLC held 84 shares of UroGen Pharma worth $3.09K as of Q2 2026.
Rothschild Investment LLC bought 20 UroGen Pharma shares in Q2 2026, an estimated $542.
UroGen Pharma made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2548 holding.
Rothschild Investment LLC first reported a position in UroGen Pharma in Q3 2018 and has held it in 9 quarters since.
Rothschild Investment LLC's UroGen Pharma position peaked at $201K in Q3 2018.
190 funds tracked by Wall St. Rank held UroGen Pharma as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.