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
DELL
Dell Technologies Inc.

Technology
34
+ 25.76%
$71.63 - $125.98 $2.44K - $4.28K
166 $20K
RDY
Dr Reddys Laboratories LTD

Healthcare
493
+ 228.24%
$12.36 - $16.17 $6.09K - $7.97K
709 $10K
EXC
Exelon Corp

Utilities
199
New
$42.2 - $47.37 $8.4K - $9.43K
199 $8K
FTNT
Fortinet, Inc.

Technology
79
New
$84.71 - $108.69 $6.69K - $8.59K
79 $8K
IDV
Ishares Tr

ETFs
215
+ 106.97%
$27.79 - $34.84 $5.97K - $7.49K
416 $14K
JBL
Jabil Inc

Technology
2
+ 2.06%
$116.88 - $218.1 $234 - $436
99 $21K
JCI
Johnson Controls International PLC

Industrials
41
+ 26.45%
$71.14 - $105.62 $2.92K - $4.33K
196 $20K
LNC
Lincoln National Corp

Financial Services
235
+ 134.29%
$28.95 - $37.27 $6.8K - $8.76K
410 $14K
MCK
Mckesson Corp

Healthcare
7
+ 18.92%
$652.83 - $732.78 $4.57K - $5.13K
44 $32K
MCHP
Microchip Technology Inc

Technology
65
+ 36.93%
$35.34 - $71.6 $2.3K - $4.65K
241 $16K
SCHW
Schwab Charles Corp

Financial Services
50
+ 24.51%
$69.06 - $91.24 $3.45K - $4.56K
254 $23K
SNOW
Snowflake Inc.

Technology
15
+ 28.3%
$130.53 - $223.77 $1.96K - $3.36K
68 $15K
TXN
Texas Instruments Inc

Technology
44
+ 3.73%
N/A
1.22K $237K
UL
Unilever PLC

Consumer Defensive
87
+ 5.33%
$57.9 - $65.43 $5.04K - $5.69K
1.72K $105K
APA
Apa Corp

Energy
428
+ 856.0%
$14.03 - $21.24 $6K - $9.09K
478 $8K
CHRD
Oasis Petroleum Inc.

Energy
76
New
$82.03 - $113.54 $6.23K - $8.63K
76 $7K
CHT
Chunghwa Telecom CO LTD

Communication Services
59
+ 11.59%
$37.72 - $46.87 $2.23K - $2.77K
568 $26K
DE
Deere & CO

Industrials
7
+ 7.95%
$412.99 - $531.48 $2.89K - $3.72K
95 $48K
EIX
Edison International

Utilities
152
+ 422.22%
$48.32 - $59.92 $7.34K - $9.11K
188 $9K
HAL
Halliburton CO

Energy
378
New
$19.26 - $25.7 $7.28K - $9.71K
378 $7K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
13
+ 16.67%
$201.28 - $266.34 $2.62K - $3.46K
91 $24K
JOBY
Joby Aviation, Inc.

Industrials
742
+ 9275.0%
$5.33 - $10.55 $3.95K - $7.83K
750 $7K
MU
Micron Technology Inc

Technology
50
+ 200.0%
$64.72 - $127.91 $3.24K - $6.4K
75 $9K
NDAQ
Nasdaq, Inc.

Financial Services
19
+ 5.15%
$66.4 - $89.42 $1.26K - $1.7K
388 $34K
STX
Seagate Technology Holdings PLC

Technology
14
+ 15.73%
$66.54 - $144.33 $932 - $2.02K
103 $14K
WM
Waste Management Inc

Industrials
33
+ 8.51%
$216.47 - $242.1 $7.14K - $7.99K
421 $96K
WMB
Williams Companies, Inc.

Energy
41
+ 3.05%
$54.33 - $62.87 $2.23K - $2.58K
1.39K $87K
DTH
Wisdomtree Tr

ETFs
170
New
$37.84 - $46.83 $6.43K - $7.96K
170 $7K
ADP
Automatic Data Processing Inc

Industrials
19
+ 38.0%
$276.76 - $326.81 $5.26K - $6.21K
69 $21K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
204
+ 11.76%
$11.9 - $15.57 $2.43K - $3.18K
1.94K $29K
BTEGF
Baytex Energy Corp.

Energy
1.74K
New
N/A
1.74K $6K
OSTK
Overstock.Com, Inc

Consumer Cyclical
244
New
N/A
244 $6K
BHP
Bhp Group LTD

Basic Materials
133
+ 246.3%
$40.22 - $50.88 $5.35K - $6.77K
187 $8K
CTVA
Corteva, Inc.

Basic Materials
42
+ 18.5%
$55.52 - $74.53 $2.33K - $3.13K
269 $20K
DASH
Door Dash, Inc.

Communication Services
25
New
$163.16 - $246.51 $4.08K - $6.16K
25 $6K
ES
Eversource Energy

Utilities
100
New
$54.25 - $65.89 $5.43K - $6.59K
100 $6K
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 1.45%
$335.24 - $380.78 $5.36K - $6.09K
1.12K $409K
ICE
Intercontinental Exchange, Inc.

Financial Services
20
+ 9.76%
$151.62 - $183.47 $3.03K - $3.67K
225 $41K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
265
New
$23.32 - $24.45 $6.18K - $6.48K
265 $6K
MOS
Mosaic CO

Basic Materials
170
New
$22.76 - $36.95 $3.87K - $6.28K
170 $6K
OXY
Occidental Petroleum Corp

Energy
158
New
$36.11 - $49.33 $5.71K - $7.79K
158 $6K
RELX
Relx PLC

Communication Services
69
+ 14.68%
$45.31 - $55.66 $3.13K - $3.84K
539 $29K
SNPS
Synopsys Inc

Technology
5
+ 12.2%
$380.9 - $517.66 $1.9K - $2.59K
46 $23K
TTE
Total Energies Se

Energy
95
+ 500.0%
N/A
114 $7K
MO
Altria Group, Inc.

Consumer Defensive
87
New
$55.56 - $60.91 $4.83K - $5.3K
87 $5K
CRS
Carpenter Technology Corp

Industrials
3
+ 6.82%
$151.3 - $276.38 $454 - $829
47 $12K
ECL
Ecolab Inc.

Basic Materials
6
+ 2.86%
$225.65 - $270.95 $1.35K - $1.63K
216 $58K
EVRG
Evergy, Inc.

Utilities
74
+ 493.33%
$64.06 - $69.64 $4.74K - $5.15K
89 $6K
FICO
Fair Isaac Corp

Technology
3
New
$1503.62 - $2206.01 $4.51K - $6.62K
3 $5K
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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