Balance Wealth
UMAC icon

Balance Wealth’s Unusual Machines UMAC Stock Holding History

Balance Wealth’s Portfolio UMAC Stock Details UMAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.2K Buy
+49
New +$1.14K ﹤0.01% 817

Other funds holding UMAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $33.4B AUM 56.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Balance Wealth's UMAC Position: Q3 2026 in Review

Balance Wealth opened a new position in Unusual Machines (UMAC) in Q3 2026: 49 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #817 among its holdings.

155 funds tracked by Wall St. Rank hold UMAC as of Q3 2026.

  • Balance Wealth held 49 shares of Unusual Machines worth $1.2K as of Q3 2026.
  • Unusual Machines was a new Balance Wealth position in Q3 2026.
  • Unusual Machines made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #817 holding.
  • 155 funds tracked by Wall St. Rank held Unusual Machines as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.