Total Wealth Planning & Management
UROY icon

Total Wealth Planning & Management’s Uranium Royalty Corp UROY Stock Holding History

Total Wealth Planning & Management’s Portfolio UROY Stock Details UROY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-25,200
Closed -$70.1K – 230
2026
Q2 		$70.1K Buy
25,200
+2,600
+12% +$9.12K 0.05% 212
2026
Q1 		$82.5K Buy
22,600
+2,800
+14% +$11.4K 0.06% 196
2025
Q4 		$70.1K Buy
+19,800
New +$77.5K 0.05% 204
2025
Q2 		$26K Buy
+10,400
New +$21K 0.02% 210

Other funds holding UROY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Sprott Inc
Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $146M AUM 53.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

Total Wealth Planning & Management's UROY Position: Q3 2026 in Review

Total Wealth Planning & Management sold out of Uranium Royalty Corp (UROY) in Q3 2026, closing a stake of 25,200 shares — an estimated $70.1K sold.

Total Wealth Planning & Management first reported a position in UROY in Q2 2025 and held it in 4 quarters. The position peaked at $82.5K in Q1 2026. 71 funds tracked by Wall St. Rank hold UROY as of Q3 2026.

  • Total Wealth Planning & Management reported no remaining Uranium Royalty Corp position as of Q3 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 25,200 Uranium Royalty Corp shares in Q3 2026, an estimated $70.1K.
  • Total Wealth Planning & Management first reported a position in Uranium Royalty Corp in Q2 2025 and held it in 4 quarters.
  • Total Wealth Planning & Management's Uranium Royalty Corp position peaked at $82.5K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Uranium Royalty Corp as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.