EWA
ULY

EverSource Wealth Advisors’s Urgent.ly ULY Stock Holding History

EverSource Wealth Advisors’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
-10
Closed -$29 – 4508
2025
Q4 		$29 Hold
10
– – ﹤0.01% 4206
2025
Q3 		$32 Hold
10
– – ﹤0.01% 4275
2025
Q2 		$64 Buy
+10
New +$63 ﹤0.01% 4172

Other funds holding ULY

OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 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 98.95% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

EverSource Wealth Advisors's ULY Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Urgent.ly (ULY) in Q1 2026, closing a stake of 10 shares — an estimated $29 sold.

EverSource Wealth Advisors first reported a position in ULY in Q2 2025 and held it in 3 quarters. The position peaked at $64 in Q2 2025. 5 funds tracked by Wall St. Rank hold ULY as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Urgent.ly position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 10 Urgent.ly shares in Q1 2026, an estimated $29.
  • EverSource Wealth Advisors first reported a position in Urgent.ly in Q2 2025 and held it in 3 quarters.
  • EverSource Wealth Advisors's Urgent.ly position peaked at $64 in Q2 2025.
  • 5 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.