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Sierra Summit Advisors’s Urban Outfitters URBN Stock Holding History

Sierra Summit Advisors’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
2025
Q3 		– Sell
-12,790
Closed -$928K – 217
2025
Q2 		$928K Buy
+12,790
New +$768K 0.17% 87

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Dimensional Fund Advisors
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American Century Companies
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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sierra Summit Advisors's URBN Position: Q3 2025 in Review

Sierra Summit Advisors sold out of Urban Outfitters (URBN) in Q3 2025, closing a stake of 12,790 shares — an estimated $928K sold.

Sierra Summit Advisors first reported a position in URBN in Q2 2025 and held it in 1 quarter. The position peaked at $928K in Q2 2025. 413 funds tracked by Wall St. Rank hold URBN as of Q3 2025.

  • Sierra Summit Advisors reported no remaining Urban Outfitters position as of Q3 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 12,790 Urban Outfitters shares in Q3 2025, an estimated $928K.
  • Sierra Summit Advisors first reported a position in Urban Outfitters in Q2 2025 and held it in 1 quarter.
  • Sierra Summit Advisors's Urban Outfitters position peaked at $928K in Q2 2025.
  • 413 funds tracked by Wall St. Rank held Urban Outfitters as of Q3 2025.

Based on Sierra Summit Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.