Morgan Stanley
ULY

Morgan Stanley’s Urgent.ly ULY Stock Holding History

Morgan Stanley’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
Q4 		– Sell
-113
Closed -$367 – 8469
2025
Q3 		$367 Sell
113
-65
-37% -$334 ﹤0.01% 7528
2025
Q2 		$1.14K Buy
178
+1
+0.6% +$6 ﹤0.01% 7321
2025
Q1 		$827 Sell
177
-3,353
-95% -$19.3K ﹤0.01% 7309
2024
Q4 		$21.6K Buy
3,530
+3,352
+1,883% +$23.8K ﹤0.01% 6550
2024
Q3 		$1.45K Hold
178
– – ﹤0.01% 7182
2024
Q2 		$3.68K Hold
178
– – ﹤0.01% 6931
2024
Q1 		$4.02K Sell
178
-178
-50% -$5.07K ﹤0.01% 6944
2023
Q4 		$13.5K Buy
+356
New +$16.1K ﹤0.01% 6766

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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Morgan Stanley's ULY Position: Q4 2025 in Review

Morgan Stanley sold out of Urgent.ly (ULY) in Q4 2025, closing a stake of 113 shares — an estimated $367 sold.

Morgan Stanley first reported a position in ULY in Q4 2023 and held it in 8 quarters. The position peaked at $21.6K in Q4 2024. 20 funds tracked by Wall St. Rank hold ULY as of Q4 2025.

  • Morgan Stanley reported no remaining Urgent.ly position as of Q4 2025 after selling out during the quarter.
  • Morgan Stanley sold 113 Urgent.ly shares in Q4 2025, an estimated $367.
  • Morgan Stanley first reported a position in Urgent.ly in Q4 2023 and held it in 8 quarters.
  • Morgan Stanley's Urgent.ly position peaked at $21.6K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Urgent.ly as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.