Question 1

Does LPL Financial own XLV stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 5,862,907 shares of XLV, worth $930.2M.

Question 2

How many shares of XLV does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 5,862,907 shares of XLV.

Question 3

What is LPL Financial's XLV position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's XLV position is worth $930.2M.

Question 4

Is LPL Financial buying or selling XLV?

Accepted Answer

In Q2 2026, LPL Financial reduced its XLV position by 470,185 shares (-7.4%).

Question 5

When did LPL Financial first buy XLV?

Accepted Answer

LPL Financial already held XLV in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	5.9M	-7.4%	$930.2M	0.2%	$158.06	0
2026-Q1	Decreased	6.3M	-3.5%	$928.5M	0.2%	$145.41	0
2025-Q4	Increased	6.6M	+2.0%	$1B	0.3%	$152.90	39
2025-Q3	Decreased	6.4M	-5.8%	$895.6M	0.3%	$136.88	0
2025-Q2	Decreased	6.8M	-1.5%	$921.2M	0.3%	$131.97	0
2025-Q1	Increased	6.9M	+2.9%	$1B	0.4%	$142.28	39
2024-Q4	Increased	6.7M	+1.1%	$927.7M	0.4%	$133.54	38
2024-Q3	Increased	6.7M	+10.1%	$1B	0.5%	$148.83	42