Fidelity Investments’s Urgent.ly ULY Stock Holding History

Fidelity Investments’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	-3,014	Closed	-$8.8K	–	5569
2025 Q4	$8.8K	Hold	3,014	–	–	﹤0.01%	4768
2025 Q3	$9.73K	Hold	3,014	–	–	﹤0.01%	4611
2025 Q2	$19.3K	Hold	3,014	–	–	﹤0.01%	4298
2025 Q1	$14.1K	Buy	3,014 +1	+0%	+$6	﹤0.01%	4364
2024 Q4	$18.4K	Hold	3,013	–	–	﹤0.01%	4219
2024 Q3	$24.6K	Hold	3,013	–	–	﹤0.01%	4089
2024 Q2	$62.2K	Hold	3,013	–	–	﹤0.01%	3502
2024 Q1	$68K	Hold	3,013	–	–	﹤0.01%	3444
2023 Q4	$115K	Buy	+3,013	New	+$136K	﹤0.01%	3166

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

Fidelity Investments's ULY Position: Q1 2026 in Review

Fidelity Investments sold out of Urgent.ly (ULY) in Q1 2026, closing a stake of 3,014 shares — an estimated $8.8K sold.

Fidelity Investments first reported a position in ULY in Q4 2023 and held it in 9 quarters. The position peaked at $115K in Q4 2023. 5 funds tracked by Wall St. Rank hold ULY as of Q1 2026.

Fidelity Investments reported no remaining Urgent.ly position as of Q1 2026 after selling out during the quarter.
Fidelity Investments sold 3,014 Urgent.ly shares in Q1 2026, an estimated $8.8K.
Fidelity Investments first reported a position in Urgent.ly in Q4 2023 and held it in 9 quarters.
Fidelity Investments's Urgent.ly position peaked at $115K in Q4 2023.
5 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.