WIM
ULY

Westside Investment Management’s Urgent.ly ULY Stock Holding History

Westside Investment 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
-166
Closed -$485 – 1529
2025
Q4 		$485 Hold
166
– – ﹤0.01% 1433
2025
Q3 		$536 Hold
166
– – ﹤0.01% 1350
2025
Q2 		$1.06K Hold
166
– – ﹤0.01% 1236
2025
Q1 		$775 Sell
166
-1
-0.6% -$6 ﹤0.01% 938
2024
Q4 		$1.02K Hold
167
– – ﹤0.01% 943
2024
Q3 		$1.36K Hold
167
– – ﹤0.01% 932
2024
Q2 		$3.44K Hold
167
– – ﹤0.01% 817
2024
Q1 		$3.76K Hold
167
– – ﹤0.01% 763
2023
Q4 		$6.34K Buy
+167
New +$7.55K ﹤0.01% 670

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

Westside Investment Management's ULY Position: Q1 2026 in Review

Westside Investment Management sold out of Urgent.ly (ULY) in Q1 2026, closing a stake of 166 shares — an estimated $485 sold.

Westside Investment Management first reported a position in ULY in Q4 2023 and held it in 9 quarters. The position peaked at $6.34K in Q4 2023. 5 funds tracked by Wall St. Rank hold ULY as of Q1 2026.

  • Westside Investment Management reported no remaining Urgent.ly position as of Q1 2026 after selling out during the quarter.
  • Westside Investment Management sold 166 Urgent.ly shares in Q1 2026, an estimated $485.
  • Westside Investment Management first reported a position in Urgent.ly in Q4 2023 and held it in 9 quarters.
  • Westside Investment Management's Urgent.ly position peaked at $6.34K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.