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Beacon Investment Advisory Services’s Global Partners GLP Stock Holding History

Beacon Investment Advisory Services’s Portfolio GLP Stock Details GLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163K Hold
3,500
– – 0.01% 275
2026
Q1 		$147K Sell
3,500
-3,500
-50% -$162K 0.01% 283
2025
Q4 		$293K Sell
7,000
-300
-4% -$13.2K 0.01% 219
2025
Q3 		$350K Buy
+7,300
New +$374K 0.01% 199

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PCA
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beacon Investment Advisory Services's GLP Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Global Partners (GLP) position steady in Q2 2026 at 3,500 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #275.

Beacon Investment Advisory Services first reported a position in GLP in Q3 2025 and has held it in 4 quarters since. The position peaked at $350K in Q3 2025. 115 funds tracked by Wall St. Rank hold GLP as of Q2 2026.

  • Beacon Investment Advisory Services held 3,500 shares of Global Partners worth $163K as of Q2 2026.
  • Beacon Investment Advisory Services left its Global Partners share count unchanged in Q2 2026.
  • Global Partners made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #275 holding.
  • Beacon Investment Advisory Services first reported a position in Global Partners in Q3 2025 and has held it in 4 quarters since.
  • Beacon Investment Advisory Services's Global Partners position peaked at $350K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held Global Partners as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.