TWPM
UROY

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
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

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Total Wealth Planning & Management's UROY Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Uranium Royalty Corp (UROY) stake by 14% in Q1 2026, buying an estimated $11.4K and bringing the position to 22,600 shares worth $82.5K. The position accounts for 0.06% of the portfolio, ranked #196.

Total Wealth Planning & Management first reported a position in UROY in Q2 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold UROY as of Q1 2026.

  • Total Wealth Planning & Management held 22,600 shares of Uranium Royalty Corp worth $82.5K as of Q1 2026.
  • Total Wealth Planning & Management bought 2,800 Uranium Royalty Corp shares in Q1 2026, an estimated $11.4K.
  • Uranium Royalty Corp made up 0.06% of Total Wealth Planning & Management's portfolio in Q1 2026, its #196 holding.
  • Total Wealth Planning & Management first reported a position in Uranium Royalty Corp in Q2 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held Uranium Royalty Corp as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.