Northwestern Mutual Wealth Management
ULY

Northwestern Mutual Wealth Management’s Urgent.ly ULY Stock Holding History

Northwestern Mutual Wealth Management’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 		– Sell
-418
Closed -$1.22K – 4470
2025
Q4 		$1.22K Hold
418
– – ﹤0.01% 3595
2025
Q3 		$1.35K Hold
418
– – ﹤0.01% 3478
2025
Q2 		$2.67K Hold
418
– – ﹤0.01% 3179
2025
Q1 		$1.95K Sell
418
-1
-0.2% -$6 ﹤0.01% 3160
2024
Q4 		$2.56K Hold
419
– – ﹤0.01% 3123
2024
Q3 		$3.42K Hold
419
– – ﹤0.01% 3002
2024
Q2 		$8.64K Hold
419
– – ﹤0.01% 2696
2024
Q1 		$9.45K Sell
419
-66
-14% -$1.88K ﹤0.01% 2658
2023
Q4 		$18.4K Buy
+485
New +$21.9K ﹤0.01% 2432

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
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Northwestern Mutual Wealth Management's ULY Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Urgent.ly (ULY) in Q1 2026, closing a stake of 418 shares — an estimated $1.22K sold.

Northwestern Mutual Wealth Management first reported a position in ULY in Q4 2023 and held it in 9 quarters. The position peaked at $18.4K in Q4 2023. 5 funds tracked by Wall St. Rank hold ULY as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining Urgent.ly position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 418 Urgent.ly shares in Q1 2026, an estimated $1.22K.
  • Northwestern Mutual Wealth Management first reported a position in Urgent.ly in Q4 2023 and held it in 9 quarters.
  • Northwestern Mutual Wealth Management's Urgent.ly position peaked at $18.4K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.