Private Wealth Management Group, LLC
Position in URBN — Urban Outfitters Inc
CIK 2011342
PRINCETON, NJ
Position in URBN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,306
+$668 QoQ
Shares Held
89
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#357
of 418 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $178,244 across 9 Apparel Retail names. URBN ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
842 | $127,563 | |
| 2 | ROST |
Ross Stores, Inc.
|
110 | $23,413 | |
| 3 | CRI |
Carters Inc
|
177 | $7,285 | |
| 4 | URBN |
Urban Outfitters Inc
This page
|
89 | $6,306 | |
| 5 | LULU |
lululemon athletica inc.
|
48 | $5,480 | |
| 6 | BOOT |
Boot Barn Holdings, Inc.
|
20 | $3,285 | |
| 7 | GAP |
Gap Inc
|
148 | $2,764 | |
| 8 | BKE |
Buckle Inc
|
33 | $1,392 |
All Filings in URBN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,306 | 89 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,638 | 89 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,698 | 89 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,357 | 89 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,456 | 89 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,663 | 89 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,884 | 89 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,409 | 89 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,653 | 89 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,864 | 89 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,176 | 89 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||