UBS Group’s Urgent.ly ULY Stock Holding History

UBS Group’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	-8,462	Closed	-$24.7K	–	11191
2025 Q4	$24.7K	Sell	8,462 -7,650	-47%	-$19.2K	﹤0.01%	7642
2025 Q3	$52K	Buy	16,112 +15,642	+3,328%	+$80.4K	﹤0.01%	7535
2025 Q2	$3.01K	Sell	470 -2,010	-81%	-$12.7K	﹤0.01%	9397
2025 Q1	$11.6K	Buy	2,480 +2,035	+457%	+$11.7K	﹤0.01%	8542
2024 Q4	$2.72K	Buy	445 +317	+248%	+$2.25K	﹤0.01%	8998
2024 Q3	$1.04K	Buy	+128	New	+$1.74K	﹤0.01%	8735
2024 Q1	–	Hold	0	–	-$3	–	10050
2023 Q4	–	Hold	0	–	–	–	9180

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

UBS Group's ULY Position: Q1 2026 in Review

UBS Group sold out of Urgent.ly (ULY) in Q1 2026, closing a stake of 8,462 shares — an estimated $24.7K sold.

UBS Group first reported a position in ULY in Q3 2024 and held it in 6 quarters. The position peaked at $52K in Q3 2025. 5 funds tracked by Wall St. Rank hold ULY as of Q1 2026.

UBS Group reported no remaining Urgent.ly position as of Q1 2026 after selling out during the quarter.
UBS Group sold 8,462 Urgent.ly shares in Q1 2026, an estimated $24.7K.
UBS Group first reported a position in Urgent.ly in Q3 2024 and held it in 6 quarters.
UBS Group's Urgent.ly position peaked at $52K in Q3 2025.
5 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.