Uma Financial Services, Inc. Purchases in Q2 2025

Uma Financial Services, Inc.

  • $601 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TWST
Twist Bioscience Corp

Healthcare
25
New
$28.16 - $40.27 $704 - $1.01K
25 $0
UBSI
United Bankshares Inc

Financial Services
14
New
$31.5 - $37.32 $441 - $522
14 $0
UHT
Universal Health Realty Income Trust

Real Estate
24
New
$36.71 - $41.51 $881 - $996
24 $0
ULH
Universal Logistics Holdings, Inc.

Industrials
39
New
$21.74 - $27.17 $848 - $1.06K
39 $0
UVSP
Univest Financial Corp

Financial Services
24
New
$25.3 - $31.35 $607 - $752
24 $0
Unusual Machs Inc
165
New
N/A
165 $0
URBN
Urban Outfitters Inc

Consumer Cyclical
7
New
$43.24 - $75.26 $303 - $527
7 $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
10
+ 2.53%
$72.02 - $73.82 $720 - $738
406 $29K
Vanguard Mun Bd Fds
1.91K
+ 3.41%
N/A
58K $0
Vanguard Wellington Fd
163
+ 82.74%
N/A
360 $0
Veralto Corp
7
+ 7.0%
N/A
107 $0
VERI
Veritone, Inc.

Technology
441
New
$1.22 - $2.37 $538 - $1.05K
441 $0
VRRM
Verra Mobility Corp

Industrials
23
New
$20.85 - $25.4 $480 - $584
23 $0
VIAV
Viavi Solutions Inc.

Technology
69
+ 6900.0%
$8.99 - $11.41 $620 - $787
70 $0
VICI
Vici Properties Inc.

Real Estate
16
+ 1.84%
$29.41 - $32.97 $471 - $528
885 $28K
VIRT
Virtu Financial, Inc.

Financial Services
10
New
$32.82 - $44.79 $328 - $448
10 $0
Waystar Hldg Corp
12
New
N/A
12 $0
WDFC
Wd 40 CO

Basic Materials
4
+ 6.78%
$217.49 - $248.93 $870 - $996
63 $14K
WMK
Weis Markets Inc

Consumer Defensive
13
New
$71.84 - $88.84 $934 - $1.15K
13 $0
WSR
Whitestone Reit

Real Estate
71
New
$12.06 - $14.62 $856 - $1.04K
71 $0
WGO
Winnebago Industries Inc

Consumer Cyclical
31
New
$28.24 - $37.27 $875 - $1.16K
31 $0
WIX
Wix.Com Ltd.

Technology
3
+ 100.0%
$146.5 - $189.61 $440 - $569
6 $0
WOLF
Wolfspeed, Inc.

Technology
401
New
$0.4 - $4.46 $160 - $1.79K
401 $0
WPP
Wpp PLC

Communication Services
21
New
$32.03 - $40.64 $673 - $853
21 $0
XYF
X Financial

Financial Services
49
New
$10.77 - $19.46 $528 - $954
49 $0
XP
Xp Inc.

Financial Services
36
New
$12.69 - $20.62 $457 - $742
36 $0
YORW
York Water CO

Utilities
20
+ 50.0%
$31.6 - $36.28 $632 - $726
60 $1K
Zenas Biopharma Inc
67
New
N/A
67 $0
ZD
Ziff Davis, Inc.

Communication Services
32
New
$29.53 - $38.63 $945 - $1.24K
32 $0
Zymeworks Inc
51
New
N/A
51 $0
BMY
Bristol Myers Squibb CO

Healthcare
45
+ 21.33%
$44.12 - $59.6 $1.99K - $2.68K
256 $11K
CB
Chubb LTD

Financial Services
10
+ 3.38%
$274.32 - $302.46 $2.74K - $3.02K
306 $88K
EOG
Eog Resources Inc

Energy
5
+ 3.91%
$104.61 - $129.97 $523 - $650
133 $15K
FDX
Fedex Corp

Industrials
10
+ 6.21%
$198.07 - $245.17 $1.98K - $2.45K
171 $38K
GIS
General Mills Inc

Consumer Defensive
5
+ 2.92%
$50.37 - $60.97 $252 - $305
176 $9K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1
+ 9.09%
$50.53 - $212.53 $50.5 - $213
12 $0
IP
International Paper CO

Consumer Cyclical
8
+ 5.97%
$43.89 - $54.46 $351 - $436
142 $6K
REZ
Ishares Tr Residential And Mul

ETFs
2
+ 0.84%
$76.14 - $86.35 $152 - $173
239 $19K
ICF
Ishares Tr

ETFs
15
+ 0.45%
$54.56 - $62.47 $818 - $937
3.32K $202K
ITB
Ishares Tr

ETFs
3
+ 0.64%
$85.52 - $96.61 $257 - $290
469 $43K
MDU
Mdu Resources Group Inc

Industrials
58
+ 1.29%
$15.6 - $17.76 $905 - $1.03K
4.56K $75K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
36
+ 1.19%
$22.81 - $23.8 $821 - $857
3.06K $70K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
62
+ 0.43%
$8.43 - $8.77 $523 - $544
14.4K $124K
PFE
Pfizer Inc

Healthcare
363
+ 4.21%
$21.59 - $24.84 $7.84K - $9.02K
8.99K $217K
PSA
Public Storage

Real Estate
6
+ 1.43%
$266.31 - $309.77 $1.6K - $1.86K
427 $125K
SCHP
Schwab Strategic Us Tips ETF

ETFs
3
+ 0.15%
$26.18 - $26.93 $78.5 - $80.8
1.94K $51K
XLV
Select Sector Spdr Fund Health

ETFs
40
+ 6.53%
$128.77 - $144.3 $5.15K - $5.77K
653 $88K
WPC
W. P. Carey Inc.

Real Estate
17
+ 0.46%
$56.12 - $64.53 $954 - $1.1K
3.68K $229K
IXJ
Ishares Global Healthcare ETF

ETFs
3
+ 0.9%
$82.3 - $90.02 $247 - $270
336 $28K
Activity Summary
Buys All Purchases 1180 New Holdings 586 Increased Positions 594 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email