WFA
ULY

Wellspring Financial Advisors’s Urgent.ly ULY Stock Holding History

Wellspring Financial 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
-1,802
Closed -$11K – 149
2024
Q4 		$11K Hold
1,802
– – ﹤0.01% 146
2024
Q3 		$14.7K Hold
1,802
– – ﹤0.01% 166
2024
Q2 		$37.2K Hold
1,802
– – 0.01% 151
2024
Q1 		$40.6K Hold
1,802
– – 0.01% 141
2023
Q4 		$68.5K Buy
+1,802
New +$81.5K 0.02% 136

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

Wellspring Financial Advisors's ULY Position: Q1 2025 in Review

Wellspring Financial Advisors sold out of Urgent.ly (ULY) in Q1 2025, closing a stake of 1,802 shares — an estimated $11K sold.

Wellspring Financial Advisors first reported a position in ULY in Q4 2023 and held it in 5 quarters. The position peaked at $68.5K in Q4 2023. 21 funds tracked by Wall St. Rank hold ULY as of Q1 2025.

  • Wellspring Financial Advisors reported no remaining Urgent.ly position as of Q1 2025 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,802 Urgent.ly shares in Q1 2025, an estimated $11K.
  • Wellspring Financial Advisors first reported a position in Urgent.ly in Q4 2023 and held it in 5 quarters.
  • Wellspring Financial Advisors's Urgent.ly position peaked at $68.5K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2025.

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