Summit Securities Group’s Urban Outfitters URBN Stock Holding History

Summit Securities Group’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
2026 Q2	$15.9K	Buy	+225	New	+$16K	﹤0.01%	772
2024 Q4	–	Sell	-184	Closed	-$7K	–	911
2024 Q3	$7K	Buy	+184	New	+$7.48K	﹤0.01%	413
2024 Q1	–	Sell	-1	Closed	–	–	911
2023 Q4	$0	Buy	+1	New	+$35	﹤0.01%	928
2016 Q3	–	Sell	-8,166	Closed	-$225K	–	266
2016 Q2	$225K	Buy	+8,166	New	+$235K	0.12%	173

Other funds holding URBN

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Securities Group's URBN Position: Q2 2026 in Review

Summit Securities Group opened a new position in Urban Outfitters (URBN) in Q2 2026: 225 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in URBN as recently as Q3 2024.

Summit Securities Group first reported a position in URBN in Q2 2016 and has held it in 4 quarters since. The position peaked at $225K in Q2 2016. 420 funds tracked by Wall St. Rank hold URBN as of Q2 2026.

Summit Securities Group held 225 shares of Urban Outfitters worth $15.9K as of Q2 2026.
Urban Outfitters was a new Summit Securities Group position in Q2 2026.
Urban Outfitters made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #772 holding.
Summit Securities Group first reported a position in Urban Outfitters in Q2 2016 and has held it in 4 quarters since.
Summit Securities Group's Urban Outfitters position peaked at $225K in Q2 2016.
420 funds tracked by Wall St. Rank held Urban Outfitters as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.