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Addison Advisors’s Globe Life GL Stock Holding History

Addison Advisors’s Portfolio GL Stock Details GL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-176
Closed -$24.5K – 823
2026
Q1 		$24.5K Hold
176
– – 0.01% 528
2025
Q4 		$24.6K Hold
176
– – 0.01% 521
2025
Q3 		$25.2K Hold
176
– – 0.01% 514
2025
Q2 		$21.9K Sell
176
-29
-14% -$3.52K 0.01% 532
2025
Q1 		$27K Hold
205
– – 0.01% 463
2024
Q4 		$22.9K Sell
205
-20
-9% -$2.16K 0.01% 486
2024
Q3 		$23.8K Buy
225
+116
+106% +$11.1K 0.01% 487
2024
Q2 		$8.97K Buy
+109
New +$9.03K ﹤0.01% 576

Other funds holding GL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Addison Advisors's GL Position: Q2 2026 in Review

Addison Advisors sold out of Globe Life (GL) in Q2 2026, closing a stake of 176 shares — an estimated $24.5K sold.

Addison Advisors first reported a position in GL in Q2 2024 and held it in 8 quarters. The position peaked at $27K in Q1 2025. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Addison Advisors reported no remaining Globe Life position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 176 Globe Life shares in Q2 2026, an estimated $24.5K.
  • Addison Advisors first reported a position in Globe Life in Q2 2024 and held it in 8 quarters.
  • Addison Advisors's Globe Life position peaked at $27K in Q1 2025.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.