URG β€” UR-ENERGY INC

Ownership history in RITHOLTZ WEALTH MANAGEMENT  Β·  4 quarters on record

AI Ownership Summary

RITHOLTZ WEALTH MANAGEMENT reported UR-ENERGY INC (URG) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows URG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this URG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RITHOLTZ WEALTH MANAGEMENT's position in UR-ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

URG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RITHOLTZ WEALTH MANAGEMENT held URG β€” position size vs. price
% of Fund (quarterly)    URG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 42,085 β€” 0% 0.00% $63K 2026-04-20 $1.71
2025 Q4 UNCHANGED 42,085 β€” 0% 0.00% $58K 2026-01-23 $1.87
2025 Q3 UNCHANGED 42,085 β€” 0% 0.00% $75K 2025-10-28 $1.69
2025 Q2 INITIATED 42,085 β€” β€” 0.00% $44K 2025-07-28 $1.41

FAQ About RITHOLTZ WEALTH MANAGEMENT and URG

These are the practical questions this page is built to answer before you even open the full history table.

How long has RITHOLTZ WEALTH MANAGEMENT reported owning URG?

RITHOLTZ WEALTH MANAGEMENT reported URG across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported URG position in RITHOLTZ WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for URG was 0.00% in 2025 Q3.

What is the latest reported URG position on this page?

The most recent filing on this page is 2026 Q1, when RITHOLTZ WEALTH MANAGEMENT reported 42,085 shares, equal to 0.00% of portfolio, with an estimated market value of $63K.

What does the chart on this URG ownership page compare?

The chart compares RITHOLTZ WEALTH MANAGEMENT's quarterly URG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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