Creative Planning

Position in URBN — Urban Outfitters Inc

CIK 1540235 OVERLAND PARK, KS

Position in URBN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$8,039,278

+$3,412,258 QoQ

Shares Held

113,453

+55.3% QoQ

Ownership

0.132%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Cyclical · as of Jun 30, 2026

Creative Planning holds $182,433,919 across 19 Apparel Retail names. URBN ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	550,539	$83,406,658
2	ROST	Ross Stores, Inc.	177,406	$37,760,866
3	BURL	Burlington Stores, Inc.	26,238	$8,312,198
4	URBN	Urban Outfitters Inc This page	113,453	$8,039,278
5	ANF	Abercrombie & Fitch Co /De/	80,411	$7,237,793
6	LULU	lululemon athletica inc.	51,354	$5,863,599
7	AEO	American Eagle Outfitters Inc	288,680	$4,965,295
8	BOOT	Boot Barn Holdings, Inc.	29,772	$4,890,646

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,039,278	113,453	+55.3%	Shares	Defined	2026-08-13
2026-03-31	$4,627,020	73,039	+26.9%	Shares	Sole	2026-05-12
2025-12-31	$4,330,460	57,540	+23.5%	Shares	Sole	2026-02-17
2025-09-30	$3,328,351	46,596	+14.4%	Shares	Sole	2025-11-14
2025-06-30	$2,954,553	40,730	+49.4%	Shares	Defined	2025-08-08
2025-03-31	$1,428,948	27,270	+17.9%	Shares	Sole	2025-05-15
2024-12-31	$1,269,868	23,139	+17.8%	Shares	Defined	2025-02-14
2024-09-30	$752,445	19,641	-13.8%	Shares	Defined	2024-10-11
2024-06-30	$934,994	22,777	+3.7%	Shares	Defined	2024-08-15
2024-03-31	$953,893	21,969	+108.8%	Shares	Defined	2024-05-13
2023-12-31	$375,529	10,522	+26.3%	Shares	Defined	2024-02-14
2023-09-30	$272,340	8,331	+5.5%	Shares	Defined	2023-11-16
2023-06-30	$261,594	7,896	-35.7%	Shares	Sole	2023-07-21
2020-03-31	$174,796	12,275	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.