IAS
ULY

IMA Advisory Services’s Urgent.ly ULY Stock Holding History

IMA Advisory Services’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
Q2 		– Sell
-793
Closed -$4.27K – 1438
2026
Q1 		$4.27K Hold
793
– – ﹤0.01% 444
2025
Q4 		$2.31K Hold
793
– – ﹤0.01% 630
2025
Q3 		$2.56K Buy
+793
New +$4.08K ﹤0.01% 339

IMA Advisory Services's ULY Position: Q2 2026 in Review

IMA Advisory Services sold out of Urgent.ly (ULY) in Q2 2026, closing a stake of 793 shares — an estimated $4.27K sold.

IMA Advisory Services first reported a position in ULY in Q3 2025 and held it in 3 quarters. The position peaked at $4.27K in Q1 2026. 0 funds tracked by Wall St. Rank hold ULY as of Q2 2026.

  • IMA Advisory Services reported no remaining Urgent.ly position as of Q2 2026 after selling out during the quarter.
  • IMA Advisory Services sold 793 Urgent.ly shares in Q2 2026, an estimated $4.27K.
  • IMA Advisory Services first reported a position in Urgent.ly in Q3 2025 and held it in 3 quarters.
  • IMA Advisory Services's Urgent.ly position peaked at $4.27K in Q1 2026.
  • 0 funds tracked by Wall St. Rank held Urgent.ly as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.