Sigma Planning Corp
EVLV icon

Sigma Planning Corp’s Evolv Technologies EVLV Stock Holding History

Sigma Planning Corp’s Portfolio EVLV Stock Details EVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$496K Sell
106,700
-4,000
-4% -$21.8K 0.01% 839
2026
Q2 		$642K Sell
110,700
-14,600
-12% -$91.5K 0.02% 797
2026
Q1 		$758K Hold
125,300
– – 0.02% 679
2025
Q4 		$897K Sell
125,300
-200
-0.2% -$1.42K 0.02% 574
2025
Q3 		$948K Sell
125,500
-3,800
-3% -$27.7K 0.03% 550
2025
Q2 		$807K Buy
+129,300
New +$598K 0.02% 574

Other funds holding EVLV

Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Motley Fool Asset Management
Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Yorktown Management & Research Company
Yorktown Management & Research Company Forest, Virginia $150M AUM 39.02% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Ardent Capital Management
Ardent Capital Management Cincinnati, Ohio $237M AUM 15.59% 1-Year Est. Return

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

Sigma Planning Corp reduced its Evolv Technologies (EVLV) stake by 3.6% in Q3 2026, selling an estimated $21.8K and leaving 106,700 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #839.

Sigma Planning Corp first reported a position in EVLV in Q2 2025 and has held it in 6 quarters since. The position peaked at $948K in Q3 2025. 39 funds tracked by Wall St. Rank hold EVLV as of Q3 2026.

  • Sigma Planning Corp held 106,700 shares of Evolv Technologies worth $496K as of Q3 2026.
  • Sigma Planning Corp sold 4,000 Evolv Technologies shares in Q3 2026, an estimated $21.8K.
  • Evolv Technologies made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #839 holding.
  • Sigma Planning Corp first reported a position in Evolv Technologies in Q2 2025 and has held it in 6 quarters since.
  • Sigma Planning Corp's Evolv Technologies position peaked at $948K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Evolv Technologies as of Q3 2026.

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