HighTower Advisors
ULY

HighTower Advisors’s Urgent.ly ULY Stock Holding History

HighTower 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
Q1 		– Sell
-1,586
Closed -$9.7K – 4061
2024
Q4 		$9.7K Buy
1,586
+209
+15% +$1.48K ﹤0.01% 3586
2024
Q3 		$11K Buy
1,377
+416
+43% +$5.66K ﹤0.01% 3547
2024
Q2 		$20K Hold
961
– – ﹤0.01% 3399
2024
Q1 		$22K Hold
961
– – ﹤0.01% 3344
2023
Q4 		$37K Buy
+961
New +$43.5K ﹤0.01% 3345

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors's ULY Position: Q1 2025 in Review

HighTower Advisors sold out of Urgent.ly (ULY) in Q1 2025, closing a stake of 1,586 shares — an estimated $9.7K sold.

HighTower Advisors first reported a position in ULY in Q4 2023 and held it in 5 quarters. The position peaked at $37K in Q4 2023. 21 funds tracked by Wall St. Rank hold ULY as of Q1 2025.

  • HighTower Advisors reported no remaining Urgent.ly position as of Q1 2025 after selling out during the quarter.
  • HighTower Advisors sold 1,586 Urgent.ly shares in Q1 2025, an estimated $9.7K.
  • HighTower Advisors first reported a position in Urgent.ly in Q4 2023 and held it in 5 quarters.
  • HighTower Advisors's Urgent.ly position peaked at $37K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2025.

Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.