True Wealth Design’s UroGen Pharma URGN Stock Holding History

True Wealth Design’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 Q3	$691	Buy	17 +1	+6%	+$43	﹤0.01%	2044
2026 Q2	$589	Hold	16	–	–	﹤0.01%	2149
2026 Q1	$288	Hold	16	–	–	﹤0.01%	2237
2025 Q4	$375	Hold	16	–	–	﹤0.01%	2046
2025 Q3	$320	Hold	16	–	–	﹤0.01%	2160
2025 Q2	$220	Sell	16 -162	-91%	-$1.55K	﹤0.01%	2044
2025 Q1	$1.97K	Buy	+178	New	+$1.9K	﹤0.01%	1011
2024 Q4	–	Sell	-161	Closed	-$2.04K	–	1520
2024 Q3	$2.04K	Buy	+161	New	+$2.39K	﹤0.01%	777

Other funds holding URGN

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design increased its UroGen Pharma (URGN) stake by 6.3% in Q3 2026, buying an estimated $43 and bringing the position to 17 shares worth $691. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

True Wealth Design first reported a position in URGN in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.04K in Q3 2024. 9 funds tracked by Wall St. Rank hold URGN as of Q3 2026.

True Wealth Design held 17 shares of UroGen Pharma worth $691 as of Q3 2026.
True Wealth Design bought 1 UroGen Pharma share in Q3 2026, an estimated $43.
UroGen Pharma made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2044 holding.
True Wealth Design first reported a position in UroGen Pharma in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's UroGen Pharma position peaked at $2.04K in Q3 2024.
9 funds tracked by Wall St. Rank held UroGen Pharma as of Q3 2026.

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