Position in URBN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$536,975
-$1,119 QoQ
Shares Held
7,578
-10.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 418 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in URBN Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Lido Advisors, LLC holds $34,371,339 across 7 Apparel Retail names. URBN ranks #3 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
190,066 | $28,794,998 | |
| 2 | ROST |
Ross Stores, Inc.
|
16,253 | $3,459,449 | |
| 3 | URBN |
Urban Outfitters Inc
This page
|
7,578 | $536,975 | |
| 4 | VSXY |
Victoria's Secret & Co.
|
6,251 | $521,833 | |
| 5 | LULU |
lululemon athletica inc.
|
4,258 | $486,178 | |
| 6 | BURL |
Burlington Stores, Inc.
|
1,056 | $334,540 | |
| 7 | GAP |
Gap Inc
|
12,707 | $237,366 |
All Filings in URBN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,975 | 7,578 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $538,094 | 8,494 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $554,439 | 7,367 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $512,437 | 7,174 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $499,944 | 6,892 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $404,369 | 7,717 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $420,325 | 7,659 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $215,186 | 5,617 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $320,600 | 7,810 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $347,055 | 7,993 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $289,339 | 8,851 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||