Osaic Holdings’s Urgent.ly ULY Stock Holding History

Osaic Holdings’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	-2	Closed	-$5	–	8071
2025 Q4	$5	Hold	2	–	–	﹤0.01%	7780
2025 Q3	$6	Hold	2	–	–	﹤0.01%	7876
2025 Q2	$12	Sell	2 -1	-33%	-$6	﹤0.01%	7678
2025 Q1	$13	Sell	3 -1	-25%	-$6	﹤0.01%	7366
2024 Q4	$21	Hold	4	–	–	﹤0.01%	7325
2024 Q3	$28	Hold	4	–	–	﹤0.01%	7328
2024 Q2	$73	Hold	4	–	–	﹤0.01%	7276
2024 Q1	$79	Hold	4	–	–	﹤0.01%	7054
2023 Q4	$135	Buy	+4	New	+$181	﹤0.01%	7086

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

Osaic Holdings's ULY Position: Q1 2026 in Review

Osaic Holdings sold out of Urgent.ly (ULY) in Q1 2026, closing a stake of 2 shares — an estimated $5 sold.

Osaic Holdings first reported a position in ULY in Q4 2023 and held it in 9 quarters. The position peaked at $135 in Q4 2023. 5 funds tracked by Wall St. Rank hold ULY as of Q1 2026.

Osaic Holdings reported no remaining Urgent.ly position as of Q1 2026 after selling out during the quarter.
Osaic Holdings sold 2 Urgent.ly shares in Q1 2026, an estimated $5.
Osaic Holdings first reported a position in Urgent.ly in Q4 2023 and held it in 9 quarters.
Osaic Holdings's Urgent.ly position peaked at $135 in Q4 2023.
5 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.