Navalign LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Navalign LLC’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-53	Closed	-$8.2K	–	489
2025 Q4	$8.2K	Buy	+53	New	+$7.94K	﹤0.01%	346

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Navalign LLC's XLV Position: Q1 2026 in Review

Navalign LLC sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 53 shares — an estimated $8.2K sold.

Navalign LLC first reported a position in XLV in Q4 2025 and held it in 1 quarter. The position peaked at $8.2K in Q4 2025. 1,811 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Navalign LLC reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 53 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $8.2K.
Navalign LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
Navalign LLC's State Street Health Care Select Sector SPDR ETF position peaked at $8.2K in Q4 2025.
1,811 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.