Carson Wealth (CWM LLC)
ULY

Carson Wealth (CWM LLC)’s Urgent.ly ULY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ULY Stock Details ULY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3
Closed – – 5803
2025
Q4 		$0 Hold
3
– – ﹤0.01% 5654
2025
Q3 		$0 Hold
3
– – ﹤0.01% 5560
2025
Q2 		$0 Hold
3
– – ﹤0.01% 5315
2025
Q1 		$0 Hold
3
– – ﹤0.01% 5212
2024
Q4 		$0 Hold
3
– – ﹤0.01% 5180
2024
Q3 		$0 Hold
3
– – ﹤0.01% 5165
2024
Q2 		$0 Hold
3
– – ﹤0.01% 4960
2024
Q1 		$0 Hold
3
– – ﹤0.01% 4766
2023
Q4 		$0 Buy
+3
New +$136 ﹤0.01% 4529

Other funds holding ULY

OBAM
ODDO BHF Asset Management Paris, France $2.16B AUM 43.32% 1-Year Est. Return
MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ULY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Urgent.ly (ULY) in Q1 2026, closing a stake of 3 shares.

Carson Wealth (CWM LLC) first reported a position in ULY in Q4 2023 and held it in 9 quarters. The position peaked at $0 in Q4 2025. 5 funds tracked by Wall St. Rank hold ULY as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Urgent.ly position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3 Urgent.ly shares in Q1 2026.
  • Carson Wealth (CWM LLC) first reported a position in Urgent.ly in Q4 2023 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s Urgent.ly position peaked at $0 in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.