SIGMA INVESTMENT COUNSELORS INC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, SIGMA INVESTMENT COUNSELORS INC opened 25 positions, added to 24, reduced 60, sold out of 6 and left 12 unchanged. The largest increase in value was IAUM (+$9,571,113); the largest decrease was IAUM (-$11,418,150).
- IAUM: Country of operation United States; Class SHARES REPRESENT; Shares 2026-03-31 244,500; Shares 2026-06-30 0.
- T: Country of operation United States; Class COM; Shares 2026-03-31 11,426; Shares 2026-06-30 0.
- HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 1,421; Shares 2026-06-30 0.
- ACN: Country of operation —; Class SHS CLASS A; Shares 2026-03-31 1,359; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1085163): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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