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True Wealth Design’s Urban Outfitters URBN Stock Holding History

True Wealth Design’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
Q3 		$17.6K Sell
230
-1
-0.4% -$75 ﹤0.01% 872
2026
Q2 		$16.4K Buy
231
+1
+0.4% +$71 ﹤0.01% 886
2026
Q1 		$14.6K Hold
230
– – ﹤0.01% 836
2025
Q4 		$17.3K Sell
230
-3
-1% -$212 0.01% 659
2025
Q3 		$16.6K Sell
233
-7
-3% -$515 0.01% 671
2025
Q2 		$17.4K Buy
240
+8
+3% +$480 0.01% 415
2025
Q1 		$12.2K Buy
232
+29
+14% +$1.59K ﹤0.01% 423
2024
Q4 		$11.1K Buy
203
+69
+51% +$2.94K ﹤0.01% 405
2024
Q3 		$5.13K Buy
+134
New +$5.45K ﹤0.01% 549

Other funds holding URBN

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

True Wealth Design's URBN Position: Q3 2026 in Review

True Wealth Design reduced its Urban Outfitters (URBN) stake by 0.43% in Q3 2026, selling an estimated $75 and leaving 230 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

True Wealth Design first reported a position in URBN in Q3 2024 and has held it in 9 quarters since. 26 funds tracked by Wall St. Rank hold URBN as of Q3 2026.

  • True Wealth Design held 230 shares of Urban Outfitters worth $17.6K as of Q3 2026.
  • True Wealth Design sold 1 Urban Outfitters share in Q3 2026, an estimated $75.
  • Urban Outfitters made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #872 holding.
  • True Wealth Design first reported a position in Urban Outfitters in Q3 2024 and has held it in 9 quarters since.
  • 26 funds tracked by Wall St. Rank held Urban Outfitters as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.