Stack Financial Management, Inc's ownership history for XLV

Stack Financial Management, Inc currently holds 1.7K shares with a market value of $242.6K. It started holding XLV on 2024-09-30. At its peak, it held 1.7K shares on 2025-09-30. Its highest holding value was $242.6K on 2025-09-30. At its lowest, it held 1.4K shares on 2024-09-30, with a value of $209.7K on 2024-12-31. In the recent 180 days, Stack Financial Management, Inc has increased its shares by 145. In the recent year, Stack Financial Management, Inc has increased its shares by 309.