Uma Financial Services, Inc. Sells in Q2 2025

Uma Financial Services, Inc.

  • $601 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHOP
Shopify Inc.

Technology
-186
- 14.68%
$76.89 - $115.35 $14.3K - $21.5K
1.08K $124K
F
Ford Motor CO

Consumer Cyclical
-54
- 0.65%
$8.69 - $10.85 $469 - $586
8.23K $89K
URI
United Rentals, Inc.

Industrials
-17
- 11.26%
$551.94 - $753.4 $9.38K - $12.8K
134 $100K
MSTR
Microstrategy Inc

Technology
-1
- 1.89%
$237.95 - $421.61 $238 - $422
52 $21K
WDC
Western Digital Corp

Technology
-4
- 1.22%
$30.54 - $63.99 $122 - $256
325 $20K
IDXX
Idexx Laboratories Inc

Healthcare
-6
- 6.38%
$361.04 - $536.34 $2.17K - $3.22K
88 $47K
SOXX
Ishares Semiconductor ETF

ETFs
-177
- 17.46%
$154.86 - $239.07 $27.4K - $42.3K
837 $199K
CW
Curtiss Wright Corp

Industrials
-3
- 4.76%
$283.18 - $488.55 $850 - $1.47K
60 $29K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-7
- 0.48%
$57.41 - $74.81 $402 - $524
1.44K $107K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-144
- 3.87%
$73.02 - $90.22 $10.5K - $13K
3.57K $318K
MELI
Mercadolibre Inc

Consumer Cyclical
-12
- 16.0%
$1794.73 - $2613.63 $21.5K - $31.4K
63 $164K
VB
Vanguard Small Cap ETF

ETFs
-50
- 2.32%
$193.73 - $237.37 $9.69K - $11.9K
2.11K $499K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-71
- 1.73%
$111.3 - $134.5 $7.9K - $9.55K
4.03K $542K
TDY
Teledyne Technologies Inc

Technology
-2
- 0.11%
$435.54 - $512.31 $871 - $1.02K
1.78K $911K
IXN
Ishares Global Information Tec

ETFs
-836
- 13.13%
$65.81 - $92.34 $55K - $77.2K
5.53K $510K
VO
Vanguard Mid Cap ETF

ETFs
-65
- 2.72%
$228.54 - $279.83 $14.9K - $18.2K
2.33K $651K
APH
Amphenol Corp

Technology
-687
- 21.71%
$59.09 - $98.75 $40.6K - $67.8K
2.48K $244K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 11.54%
$4164.15 - $5789.24 $37.5K - $52.1K
69 $399K
USXF
Ishares Esg Advanced Msci Usa

Technology
-201
- 2.13%
$41.54 - $53.93 $8.35K - $10.8K
9.25K $498K
EEMV
Ishares Msci Emerging Markets

ETFs
-1.04K
- 3.71%
$54.12 - $62.8 $56.1K - $65.1K
26.9K $1.69M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.1K
- 5.42%
$73.0 - $85.5 $154K - $180K
36.7K $3.09M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.12K
- 7.0%
$57.14 - $72.68 $63.8K - $81.2K
14.8K $1.08M
AXP
American Express CO

Financial Services
-8
- 0.57%
$231.39 - $318.98 $1.85K - $2.55K
1.41K $448K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-430
- 1.42%
$90.56 - $109.49 $38.9K - $47.1K
29.9K $3.27M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.55K
- 2.08%
$55.22 - $63.94 $141K - $163K
120K $7.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-119
- 5.55%
$141.37 - $228.57 $16.8K - $27.2K
2.02K $458K
GOOGL
Alphabet Inc.

Communication Services
-4
- 0.06%
$144.7 - $178.6 $579 - $714
6.38K $1.12M
ORCL
Oracle Corp

Technology
-27
- 1.46%
$122.82 - $218.63 $3.32K - $5.9K
1.83K $399K
IVW
Ishares S&P 500 Growth ETF

ETFs
-34K
- 15.09%
$82.96 - $110.1 $2.82M - $3.75M
191K $21.1M
IXUS
Ishares Tr

ETFs
-6.91K
- 6.58%
$62.37 - $77.63 $431K - $537K
98.1K $7.58M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6
- 0.12%
$456.74 - $568.03 $2.74K - $3.41K
4.85K $2.75M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-115
- 1.45%
$180.84 - $240.32 $20.8K - $27.6K
7.82K $1.88M
AMZN
Amazon Com Inc

Consumer Cyclical
-455
- 3.13%
$167.32 - $223.3 $76.1K - $102K
14.1K $3.09M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-190
- 0.58%
$108.06 - $135.3 $20.5K - $25.7K
32.3K $4.37M
IYW
Ishares Dj Us Tech ETF

ETFs
-6.67K
- 13.6%
$122.57 - $173.27 $818K - $1.16M
42.4K $7.34M
EFG
Msci Eafe Growth ETF

ETFs
-4.16K
- 4.08%
$89.8 - $112.0 $374K - $466K
97.9K $11M
IEFA
Ishares Tr

ETFs
-3.69K
- 2.48%
$67.83 - $84.09 $250K - $310K
145K $12.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-7.17K
- 4.96%
$108.12 - $135.04 $776K - $969K
137K $18.6M
DFAE
Dimensional ETF Tr

ETFs
-4.65K
- 1.02%
$22.87 - $28.95 $106K - $135K
452K $13.1M
DFAI
Dimensional ETF Tr

ETFs
-2.95K
- 0.39%
$28.02 - $34.71 $82.5K - $102K
745K $25.8M
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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