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Sound Income Strategies’s UroGen Pharma URGN Stock Holding History

Sound Income Strategies’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
-388
Closed -$7.35K – 2289
2026
Q1 		$7.35K Sell
388
-100
-20% -$2K ﹤0.01% 1660
2025
Q4 		$9.17K Buy
+488
New +$10.6K ﹤0.01% 1522

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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 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
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

Sound Income Strategies's URGN Position: Q2 2026 in Review

Sound Income Strategies sold out of UroGen Pharma (URGN) in Q2 2026, closing a stake of 388 shares — an estimated $7.35K sold.

Sound Income Strategies first reported a position in URGN in Q4 2025 and held it in 2 quarters. The position peaked at $9.17K in Q4 2025. 29 funds tracked by Wall St. Rank hold URGN as of Q2 2026.

  • Sound Income Strategies reported no remaining UroGen Pharma position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 388 UroGen Pharma shares in Q2 2026, an estimated $7.35K.
  • Sound Income Strategies first reported a position in UroGen Pharma in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's UroGen Pharma position peaked at $9.17K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held UroGen Pharma as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.