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Sigma Planning Corp’s Universal Corp UVV Stock Holding History

Sigma Planning Corp’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$525K Sell
10,062
-87
-0.9% -$4.63K 0.01% 895
2026
Q1 		$535K Buy
10,149
+3,060
+43% +$165K 0.01% 802
2025
Q4 		$374K Buy
7,089
+493
+7% +$26.2K 0.01% 922
2025
Q3 		$369K Buy
6,596
+537
+9% +$29.7K 0.01% 950
2025
Q2 		$353K Buy
6,059
+405
+7% +$23.3K 0.01% 934
2025
Q1 		$317K Buy
5,654
+435
+8% +$23.2K 0.01% 927
2024
Q4 		$286K Buy
5,219
+646
+14% +$34.6K 0.01% 946
2024
Q3 		$243K Buy
4,573
+178
+4% +$9.2K 0.01% 1041
2024
Q2 		$212K Buy
+4,395
New +$219K 0.01% 1066
2022
Q2 		– Sell
-3,540
Closed -$206K – 1441
2022
Q1 		$206K Sell
3,540
-5,681
-62% -$313K 0.01% 1249
2021
Q4 		$506K Buy
+9,221
New +$460K 0.01% 854

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sigma Planning Corp's UVV Position: Q2 2026 in Review

Sigma Planning Corp reduced its Universal Corp (UVV) stake by 0.86% in Q2 2026, selling an estimated $4.63K and leaving 10,062 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #895.

Sigma Planning Corp first reported a position in UVV in Q4 2021 and has held it in 11 quarters since. The position peaked at $535K in Q1 2026. 96 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Sigma Planning Corp held 10,062 shares of Universal Corp worth $525K as of Q2 2026.
  • Sigma Planning Corp sold 87 Universal Corp shares in Q2 2026, an estimated $4.63K.
  • Universal Corp made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #895 holding.
  • Sigma Planning Corp first reported a position in Universal Corp in Q4 2021 and has held it in 11 quarters since.
  • Sigma Planning Corp's Universal Corp position peaked at $535K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.