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Sheets Smith Wealth Management’s Aurora AUR Stock Holding History

Sheets Smith Wealth Management’s Portfolio AUR Stock Details AUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$254K Sell
37,250
-34,630
-48% -$212K 0.03% 368
2026
Q1 		$296K Buy
71,880
+22,635
+46% +$100K 0.03% 347
2025
Q4 		$189K Sell
49,245
-1,435
-3% -$6.57K 0.02% 389
2025
Q3 		$273K Buy
+50,680
New +$297K 0.03% 363

Other funds holding AUR

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
FI
Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $132M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Sheets Smith Wealth Management's AUR Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Aurora (AUR) stake by 48% in Q2 2026, selling an estimated $212K and leaving 37,250 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #368.

Sheets Smith Wealth Management first reported a position in AUR in Q3 2025 and has held it in 4 quarters since. The position peaked at $296K in Q1 2026. 38 funds tracked by Wall St. Rank hold AUR as of Q2 2026.

  • Sheets Smith Wealth Management held 37,250 shares of Aurora worth $254K as of Q2 2026.
  • Sheets Smith Wealth Management sold 34,630 Aurora shares in Q2 2026, an estimated $212K.
  • Aurora made up 0.03% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #368 holding.
  • Sheets Smith Wealth Management first reported a position in Aurora in Q3 2025 and has held it in 4 quarters since.
  • Sheets Smith Wealth Management's Aurora position peaked at $296K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Aurora as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.