Shikiar Asset Management’s UroGen Pharma URGN Stock Holding History

Shikiar Asset Management’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	$322K	Sell	8,750 -2,000	-19%	-$54.2K	0.08%	89
2026 Q1	$193K	Hold	10,750	–	–	0.06%	94
2025 Q4	$252K	Hold	10,750	–	–	0.06%	83
2025 Q3	$214K	Hold	10,750	–	–	0.05%	93
2025 Q2	$147K	Hold	10,750	–	–	0.04%	74
2025 Q1	$119K	Hold	10,750	–	–	0.04%	72
2024 Q4	$114K	Hold	10,750	–	–	0.03%	74
2024 Q3	$137K	Hold	10,750	–	–	0.04%	70
2024 Q2	$180K	Sell	10,750 -22,500	-68%	-$320K	0.05%	66
2024 Q1	$499K	Hold	33,250	–	–	0.15%	55
2023 Q4	$499K	Hold	33,250	–	–	0.15%	50
2023 Q3	$466K	Hold	33,250	–	–	0.16%	58
2023 Q2	$344K	Hold	33,250	–	–	0.11%	61
2023 Q1	$307K	Buy	+33,250	New	+$306K	0.11%	62
2022 Q3	$277K	Hold	33,250	–	–	0.11%	69
2022 Q2	$272K	Hold	33,250	–	–	0.1%	78
2022 Q1	$290K	Sell	33,250 -100	-0.3%	-$780	0.08%	81
2021 Q4	$317K	Hold	33,350	–	–	0.08%	82
2021 Q3	$561K	Sell	33,350 -20,000	-37%	-$317K	0.16%	67
2021 Q2	$815K	Buy	53,350 +18,000	+51%	+$325K	0.23%	59
2021 Q1	$689K	Sell	35,350 -4,600	-12%	-$97.7K	0.23%	59
2020 Q4	$720K	Sell	39,950 -4,600	-10%	-$96.4K	0.26%	51
2020 Q3	$859K	Sell	44,550 -6,625	-13%	-$150K	0.33%	47
2020 Q2	$1.34M	Sell	51,175 -1,375	-3%	-$33.6K	0.61%	34
2020 Q1	$937K	Sell	52,550 -14,475	-22%	-$391K	0.63%	32
2019 Q4	$2.24M	Buy	67,025 +725	+1%	+$19.8K	0.74%	29
2019 Q3	$1.58M	Buy	66,300 +1,800	+3%	+$58.8K	0.62%	33
2019 Q2	$2.32M	Sell	64,500 -15,800	-20%	-$583K	0.91%	28
2019 Q1	$2.97M	Buy	80,300 +5,850	+8%	+$245K	1.24%	24
2018 Q4	$3.21M	Sell	74,450 -3,975	-5%	-$179K	1.68%	20
2018 Q3	$3.7M	Buy	78,425 +30,300	+63%	+$1.41M	1.44%	24
2018 Q2	$2.4M	Buy	48,125 +2,550	+6%	+$148K	1%	29
2018 Q1	$2.27M	Buy	45,575 +24,550	+117%	+$1.23M	1.03%	29
2017 Q4	$782K	Sell	21,025 -75	-0.4%	-$2.67K	0.37%	52
2017 Q3	$665K	Buy	+21,100	New	+$466K	0.29%	56

Other funds holding URGN

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Shikiar Asset Management's URGN Position: Q2 2026 in Review

Shikiar Asset Management reduced its UroGen Pharma (URGN) stake by 19% in Q2 2026, selling an estimated $54.2K and leaving 8,750 shares worth $322K. The position accounts for 0.08% of the portfolio, ranked #89.

Shikiar Asset Management first reported a position in URGN in Q3 2017 and has held it in 35 quarters since. The position peaked at $3.7M in Q3 2018. 25 funds tracked by Wall St. Rank hold URGN as of Q2 2026.

Shikiar Asset Management held 8,750 shares of UroGen Pharma worth $322K as of Q2 2026.
Shikiar Asset Management sold 2,000 UroGen Pharma shares in Q2 2026, an estimated $54.2K.
UroGen Pharma made up 0.08% of Shikiar Asset Management's portfolio in Q2 2026, its #89 holding.
Shikiar Asset Management first reported a position in UroGen Pharma in Q3 2017 and has held it in 35 quarters since.
Shikiar Asset Management's UroGen Pharma position peaked at $3.7M in Q3 2018.
25 funds tracked by Wall St. Rank held UroGen Pharma as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.