GPFA
ULY

Game Plan Financial Advisors’s Urgent.ly ULY Stock Holding History

Game Plan Financial 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
2025
Q3 		– Sell
-28
Closed -$179 – 371
2025
Q2 		$179 Hold
28
– – ﹤0.01% 330
2025
Q1 		$131 Sell
28
-1
-3% -$6 ﹤0.01% 342
2024
Q4 		$165 Hold
29
– – ﹤0.01% 353
2024
Q3 		$235 Hold
29
– – ﹤0.01% 359
2024
Q2 		$593 Hold
29
– – ﹤0.01% 341
2024
Q1 		$649 Hold
29
– – ﹤0.01% 379
2023
Q4 		$1.09K Buy
+29
New +$1.31K ﹤0.01% 364

Other funds holding ULY

MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Game Plan Financial Advisors's ULY Position: Q3 2025 in Review

Game Plan Financial Advisors sold out of Urgent.ly (ULY) in Q3 2025, closing a stake of 28 shares — an estimated $179 sold.

Game Plan Financial Advisors first reported a position in ULY in Q4 2023 and held it in 7 quarters. The position peaked at $1.09K in Q4 2023. 24 funds tracked by Wall St. Rank hold ULY as of Q3 2025.

  • Game Plan Financial Advisors reported no remaining Urgent.ly position as of Q3 2025 after selling out during the quarter.
  • Game Plan Financial Advisors sold 28 Urgent.ly shares in Q3 2025, an estimated $179.
  • Game Plan Financial Advisors first reported a position in Urgent.ly in Q4 2023 and held it in 7 quarters.
  • Game Plan Financial Advisors's Urgent.ly position peaked at $1.09K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held Urgent.ly as of Q3 2025.

Based on Game Plan Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.