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
EQH
Equitable Holdings, Inc.

Financial Services
52
New
$43.98 - $56.1 $2.29K - $2.92K
52 $2K
EVH
Evolent Health, Inc.

Healthcare
245
New
$7.21 - $11.26 $1.77K - $2.76K
245 $2K
EXEL
Exelixis, Inc.

Healthcare
28
+ 155.56%
$34.13 - $46.26 $956 - $1.3K
46 $2K
XOM
Exxon Mobil Corp

Energy
198
+ 11.35%
$99.93 - $119.04 $19.8K - $23.6K
1.94K $209K
FLO
Flowers Foods Inc

Consumer Defensive
146
+ 146.0%
$15.86 - $19.21 $2.32K - $2.8K
246 $3K
FMC
Fmc Corp

Basic Materials
52
+ 66.67%
$33.98 - $44.06 $1.77K - $2.29K
130 $5K
FCPT
Four Corners Property Trust, Inc.

Real Estate
79
New
$26.06 - $28.7 $2.06K - $2.27K
79 $2K
GM
General Motors CO

Consumer Cyclical
49
+ 32.45%
$42.48 - $50.46 $2.08K - $2.47K
200 $9K
GH
Guardant Health, Inc.

Healthcare
45
+ 88.24%
$37.05 - $52.04 $1.67K - $2.34K
96 $4K
HMC
Honda Motor CO LTD

Consumer Cyclical
56
+ 34.78%
$25.0 - $30.93 $1.4K - $1.73K
217 $6K
IBN
Icici Bank LTD

Financial Services
84
New
$30.16 - $34.39 $2.53K - $2.89K
84 $2K
INDI
Indie Semiconductor, Inc.

Technology
748
New
$1.6 - $3.84 $1.2K - $2.87K
748 $2K
IR
Ingersoll Rand Inc.

Industrials
30
New
$66.75 - $84.94 $2K - $2.55K
30 $2K
INSM
Insmed Inc

Healthcare
8
+ 61.54%
$64.81 - $105.9 $518 - $847
21 $2K
IONQ
Ion Q, Inc.

Technology
62
New
$20.68 - $48.04 $1.28K - $2.98K
62 $2K
IPGP
Ipg Photonics Corp

Technology
36
New
$49.68 - $69.26 $1.79K - $2.49K
36 $2K
EUSB
Ishares Tr Esg Advanced Total

Technology
23
+ 0.52%
$42.54 - $43.56 $978 - $1K
4.43K $192K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
34
+ 0.33%
$22.09 - $22.44 $751 - $763
10.4K $232K
JJSF
J&J Snack Foods Corp

Consumer Defensive
17
+ 283.33%
$111.46 - $136.93 $1.89K - $2.33K
23 $2K
JD
Jd.Com, Inc.

Consumer Cyclical
81
+ 109.46%
$31.44 - $41.32 $2.55K - $3.35K
155 $5K
KOD
Kodiak Sciences Inc.

Healthcare
294
+ 96.39%
$2.06 - $4.92 $606 - $1.45K
599 $2K
LPL
Lg Display Co., Ltd.

Technology
700
New
$2.56 - $3.57 $1.79K - $2.5K
700 $2K
LFUS
Littelfuse Inc

Technology
10
New
$149.72 - $227.31 $1.5K - $2.27K
10 $2K
LYG
Lloyds Banking Group PLC

Financial Services
303
+ 68.4%
$3.32 - $4.29 $1.01K - $1.3K
746 $3K
MODV
Modiv Care Inc

Healthcare
680
New
$0.89 - $4.16 $605 - $2.83K
680 $2K
MC
Moelis & CO

Financial Services
27
+ 168.75%
$48.86 - $62.99 $1.32K - $1.7K
43 $2K
MOH
Molina Healthcare, Inc.

Healthcare
8
+ 400.0%
$290.25 - $353.24 $2.32K - $2.83K
10 $2K
MDLZ
Mondelez International, Inc.

Consumer Defensive
23
+ 11.33%
$63.54 - $68.5 $1.46K - $1.58K
226 $15K
NTAP
Net App, Inc.

Technology
16
+ 266.67%
$76.1 - $106.55 $1.22K - $1.7K
22 $2K
NEM
Newmont Corp

Basic Materials
29
+ 67.44%
$44.18 - $59.46 $1.28K - $1.72K
72 $4K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
58
+ 19.8%
$15.5 - $20.28 $899 - $1.18K
351 $7K
NOV
Nov Inc.

Energy
181
New
$11.11 - $15.41 $2.01K - $2.79K
181 $2K
NRG
Nrg Energy, Inc.

Utilities
13
New
$83.61 - $162.67 $1.09K - $2.11K
13 $2K
NVT
N Vent Electric PLC

Industrials
33
New
$45.2 - $73.35 $1.49K - $2.42K
33 $2K
OMC
Omnicom Group Inc.

Communication Services
26
+ 371.43%
$69.22 - $79.77 $1.8K - $2.07K
33 $2K
OMF
One Main Holdings, Inc.

Financial Services
36
New
$40.42 - $57.0 $1.46K - $2.05K
36 $2K
PAX
Patria Investments LTD

Financial Services
177
New
$9.68 - $14.06 $1.71K - $2.49K
177 $2K
PAYX
Paychex Inc

Industrials
16
New
$137.01 - $159.78 $2.19K - $2.56K
16 $2K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
3
+ 4.23%
$140.37 - $177.56 $421 - $533
74 $12K
PSNL
Personalis, Inc.

Healthcare
437
New
$3.0 - $6.57 $1.31K - $2.87K
437 $2K
PNFP
Pinnacle Financial Partners Inc

Financial Services
24
New
$87.19 - $111.51 $2.09K - $2.68K
24 $2K
PKX
Posco Holdings Inc.

Basic Materials
36
+ 69.23%
$41.43 - $49.85 $1.49K - $1.79K
88 $4K
POWI
Power Integrations Inc

Technology
18
+ 47.37%
$42.13 - $59.01 $758 - $1.06K
56 $3K
PUMP
Pro Petro Holding Corp.

Energy
502
+ 366.42%
$4.83 - $7.59 $2.42K - $3.81K
639 $3K
PEG
Public Service Enterprise Group Inc

Utilities
17
+ 242.86%
$77.13 - $84.18 $1.31K - $1.43K
24 $2K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
10
+ 30.3%
$483.07 - $625.6 $4.83K - $6.26K
43 $22K
ROK
Rockwell Automation, Inc

Industrials
7
New
$218.97 - $332.17 $1.53K - $2.33K
7 $2K
ROKU
Roku, Inc

Communication Services
17
+ 23.61%
$55.1 - $87.89 $937 - $1.49K
89 $7K
ROST
Ross Stores, Inc.

Consumer Cyclical
18
+ 25.0%
$126.62 - $154.26 $2.28K - $2.78K
90 $11K
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