Position in URBN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,235
+$6,172 QoQ
Shares Held
88
+8700.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#357
of 416 holders
Holding Since
Mar 2026
2 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, 2026Valued Wealth Advisors LLC holds $145,843 across 11 Apparel Retail names. URBN ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
599 | $90,748 | |
| 2 | ROST |
Ross Stores, Inc.
|
122 | $25,967 | |
| 3 | BURL |
Burlington Stores, Inc.
|
21 | $6,652 | |
| 4 | URBN |
Urban Outfitters Inc
This page
|
88 | $6,235 | |
| 5 | ANF |
Abercrombie & Fitch Co /De/
|
49 | $4,410 | |
| 6 | LULU |
lululemon athletica inc.
|
28 | $3,197 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
141 | $2,425 | |
| 8 | VSXY |
Victoria's Secret & Co.
|
28 | $2,337 |
All Filings in URBN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,235 | 88 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $63 | 1 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||