Lido Advisors
ULY

Lido Advisors’s Urgent.ly ULY Stock Holding History

Lido 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
-833
Closed -$5.1K – 1611
2024
Q4 		$5.1K Hold
833
– – ﹤0.01% 1496
2024
Q3 		$6.8K Hold
833
– – ﹤0.01% 1454
2024
Q2 		$17.2K Hold
833
– – ﹤0.01% 1401
2024
Q1 		$18.8K Buy
+833
New +$23.7K ﹤0.01% 1372

Other funds holding ULY

MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $166M AUM 31.18% 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

Lido Advisors's ULY Position: Q1 2025 in Review

Lido Advisors sold out of Urgent.ly (ULY) in Q1 2025, closing a stake of 833 shares — an estimated $5.1K sold.

Lido Advisors first reported a position in ULY in Q1 2024 and held it in 4 quarters. The position peaked at $18.8K in Q1 2024. 21 funds tracked by Wall St. Rank hold ULY as of Q1 2025.

  • Lido Advisors reported no remaining Urgent.ly position as of Q1 2025 after selling out during the quarter.
  • Lido Advisors sold 833 Urgent.ly shares in Q1 2025, an estimated $5.1K.
  • Lido Advisors first reported a position in Urgent.ly in Q1 2024 and held it in 4 quarters.
  • Lido Advisors's Urgent.ly position peaked at $18.8K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2025.

Based on Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.