Position in URBN
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$14,570
-$2,739 QoQ
Shares Held
230
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in URBN Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026True Wealth Design, LLC holds $834,967 across 21 Apparel Retail names. URBN ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
1,482 | $236,675 | |
| 2 | LULU |
lululemon athletica inc.
|
930 | $142,383 | |
| 3 | BURL |
Burlington Stores, Inc.
|
379 | $123,319 | |
| 4 | GAP |
Gap Inc
|
4,116 | $99,607 | |
| 5 | ROST |
Ross Stores, Inc.
|
440 | $95,317 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
708 | $64,689 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
1,518 | $25,350 | |
| 8 | URBN |
Urban Outfitters Inc
This page
|
230 | $14,570 |
All Filings in URBN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||