Position in URBN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$16,368
+$1,798 QoQ
Shares Held
231
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#340
of 418 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in URBN Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $758,106 across 22 Apparel Retail names. URBN ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
1,510 | $228,765 | |
| 2 | ROST |
Ross Stores, Inc.
|
719 | $153,039 | |
| 3 | BURL |
Burlington Stores, Inc.
|
422 | $133,689 | |
| 4 | GAP |
Gap Inc
|
3,997 | $74,663 | |
| 5 | ANF |
Abercrombie & Fitch Co /De/
|
635 | $57,156 | |
| 6 | AEO |
American Eagle Outfitters Inc
|
1,402 | $24,114 | |
| 7 | URBN |
Urban Outfitters Inc
This page
|
231 | $16,368 | |
| 8 | LULU |
lululemon athletica inc.
|
142 | $16,213 |
All Filings in URBN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,368 | 231 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $14,570 | 230 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $17,309 | 230 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $16,643 | 233 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $17,409 | 240 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,156 | 232 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,140 | 203 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,133 | 134 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||