Institutions / Stack Financial Management, Inc / Activity
Activity — Stack Financial Management, Inc
60 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 81369Y308 Common stock | $-45.3K | -552 -16.50% | 2,793 0.02% of portfolio | low |
| Q1 2026 as of | Add | Quanta Services Inc Common stock | $40.1K | +73 +0.06% | 129,665 5.23% of portfolio | low |
| Q1 2026 as of | Add | Danaher Corp /De Common stock | $39.6K | +209 +0.27% | 76,589 1.07% of portfolio | low |
| Q1 2026 as of | Add | Nextera Energy Inc Common stock | $37.3K | +402 +0.13% | 309,018 2.11% of portfolio | low |
| Q1 2026 as of | Trim | Paccar Inc Common stock | $-37.1K | -321 -0.16% | 204,178 1.73% of portfolio | low |
| Q1 2026 as of | Trim | Phillips 66 Common stock | $-34.2K | -188 -0.09% | 217,285 2.91% of portfolio | low |
| Q1 2026 as of | Add | Mondelez International, Inc. Common stock | $28.9K | +502 +0.15% | 332,528 1.41% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-28.8K | -100 -6.33% | 1,480 0.03% of portfolio | low |
| Q1 2026 as of | Add | Labcorp Holdings Inc. Common stock | $14.7K | +55 +0.08% | 71,729 1.41% of portfolio | low |
| Q1 2026 as of | Add | Baker Hughes Co Common stock | $7.1K | +116 +0.04% | 287,391 1.29% of portfolio | low |