Sigma Planning Corp
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Sigma Planning Corp’s Elbit Systems ESLT Stock Holding History

Sigma Planning Corp’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$218K Sell
319
-3
-0.9% -$2.28K 0.01% 1215
2026
Q2 		$244K Sell
322
-68
-17% -$56.6K 0.01% 1218
2026
Q1 		$331K Buy
390
+8
+2% +$6.16K 0.01% 1017
2025
Q4 		$221K Buy
+382
New +$192K 0.01% 1173

Other funds holding ESLT

LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Mezzasalma Advisors
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Sigma Planning Corp's ESLT Position: Q3 2026 in Review

Sigma Planning Corp reduced its Elbit Systems (ESLT) stake by 0.93% in Q3 2026, selling an estimated $2.28K and leaving 319 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #1215.

Sigma Planning Corp first reported a position in ESLT in Q4 2025 and has held it in 4 quarters since. The position peaked at $331K in Q1 2026. 66 funds tracked by Wall St. Rank hold ESLT as of Q3 2026.

  • Sigma Planning Corp held 319 shares of Elbit Systems worth $218K as of Q3 2026.
  • Sigma Planning Corp sold 3 Elbit Systems shares in Q3 2026, an estimated $2.28K.
  • Elbit Systems made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1215 holding.
  • Sigma Planning Corp first reported a position in Elbit Systems in Q4 2025 and has held it in 4 quarters since.
  • Sigma Planning Corp's Elbit Systems position peaked at $331K in Q1 2026.
  • 66 funds tracked by Wall St. Rank held Elbit Systems as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.