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 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

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

IMA Advisory Services's ULY Position: Q1 2026 in Review

IMA Advisory Services held its Urgent.ly (ULY) position steady in Q1 2026 at 793 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

IMA Advisory Services first reported a position in ULY in Q3 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold ULY as of Q1 2026.

IMA Advisory Services held 793 shares of Urgent.ly worth $4.27K as of Q1 2026.
IMA Advisory Services left its Urgent.ly share count unchanged in Q1 2026.
Urgent.ly made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #444 holding.
IMA Advisory Services first reported a position in Urgent.ly in Q3 2025 and has held it in 3 quarters since.
5 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.