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
DVY
Ishares Tr

ETFs
1
+ 0.08%
$118.37 - $134.86 $118 - $135
1.2K $158K
IYR
Ishares Tr

ETFs
1
+ 0.07%
$84.48 - $96.25 $84.5 - $96.3
1.35K $127K
ALC
Alcon Inc

Healthcare
14
+ 2.21%
$82.88 - $98.3 $1.16K - $1.38K
647 $57K
AMGN
Amgen Inc

Healthcare
5
+ 4.1%
$262.28 - $309.85 $1.31K - $1.55K
127 $35K
LOW
Lowes Companies Inc

Consumer Cyclical
30
+ 3.58%
$210.83 - $235.28 $6.32K - $7.06K
869 $192K
WY
Weyerhaeuser CO

Real Estate
47
+ 3.53%
$24.69 - $29.48 $1.16K - $1.39K
1.38K $35K
YUM
Yum Brands Inc

Consumer Cyclical
13
+ 2.36%
$138.36 - $161.45 $1.8K - $2.1K
565 $83K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
22
+ 5.73%
$99.37 - $134.05 $2.19K - $2.95K
406 $46K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
895
+ 1420.63%
$87.84 - $1441.89 $78.6K - $1.29M
958 $86K
ASH
Ashland Global Holdings Inc

Basic Materials
3
+ 0.58%
$46.53 - $57.87 $140 - $174
516 $25K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
17
+ 2.36%
$41.37 - $53.28 $703 - $906
736 $32K
CPB
Campbell Soup CO

Consumer Defensive
102
+ 9.07%
$30.65 - $39.9 $3.13K - $4.07K
1.23K $37K
ED
Consolidated Edison Inc

Utilities
38
+ 3.35%
$98.05 - $113.3 $3.73K - $4.31K
1.17K $117K
KMB
Kimberly Clark Corp

Consumer Defensive
39
+ 3.95%
$126.84 - $145.22 $4.95K - $5.66K
1.03K $132K
EXR
Extra Space Storage Inc.

Real Estate
13
+ 0.12%
$126.61 - $152.99 $1.65K - $1.99K
11.1K $1.63M
PLD
Prologis, Inc.

Real Estate
30
+ 1.59%
$89.76 - $112.34 $2.69K - $3.37K
1.92K $201K
SBUX
Starbucks Corp

Consumer Cyclical
55
+ 1.94%
$79.69 - $99.41 $4.38K - $5.47K
2.88K $264K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.12%
$236.71 - $261.92 $237 - $262
836 $207K
PAA
Plains All American Pipeline LP

Energy
79
+ 0.82%
$16.03 - $20.28 $1.27K - $1.6K
9.7K $177K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3
+ 0.56%
$421.16 - $509.5 $1.26K - $1.53K
541 $240K
EPD
Enterprise Products Partners L.P.

Energy
1
+ 0.01%
$28.95 - $34.22 $29 - $34.2
9.27K $287K
MCD
Mcdonalds Corp

Consumer Cyclical
24
+ 1.26%
$285.55 - $321.23 $6.85K - $7.71K
1.92K $561K
MRK
Merck & Co., Inc.

Healthcare
128
+ 2.87%
$73.47 - $87.12 $9.4K - $11.2K
4.59K $363K
COP
Conocophillips

Energy
60
+ 2.12%
$82.66 - $106.1 $4.96K - $6.37K
2.89K $259K
BDX
Becton Dickinson & CO

Healthcare
33
+ 2.83%
$165.15 - $226.42 $5.45K - $7.47K
1.2K $206K
PEP
Pepsico Inc

Consumer Defensive
17
+ 0.24%
$128.02 - $151.37 $2.18K - $2.57K
7.03K $928K
HUN
Huntsman Corp

Basic Materials
194
+ 0.81%
$10.28 - $15.52 $1.99K - $3.01K
24.1K $251K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
186
+ 3.9%
$483.48 - $539.8 $89.9K - $100K
4.95K $2.4M
AAPL
Apple Inc.

Technology
264
+ 0.35%
$172.42 - $223.89 $45.5K - $59.1K
76.6K $15.7M
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
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