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Cabot Wealth Management’s Globe Life GL Stock Holding History

Cabot Wealth Management’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 		$548K Hold
3,065
– – 0.06% 102
2026
Q1 		$427K Hold
3,065
– – 0.05% 105
2025
Q4 		$429K Hold
3,065
– – 0.05% 107
2025
Q3 		$438K Hold
3,065
– – 0.05% 111
2025
Q2 		$381K Hold
3,065
– – 0.05% 105
2025
Q1 		$404K Sell
3,065
-1,120
-27% -$137K 0.05% 101
2024
Q4 		$467K Hold
4,185
– – 0.06% 99
2024
Q3 		$443K Hold
4,185
– – 0.06% 104
2024
Q2 		$344K Hold
4,185
– – 0.05% 117
2024
Q1 		$487K Hold
4,185
– – 0.06% 115
2023
Q4 		$509K Hold
4,185
– – 0.07% 108
2023
Q3 		$455K Buy
+4,185
New +$467K 0.07% 114

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

Cabot Wealth Management's GL Position: Q2 2026 in Review

Cabot Wealth Management held its Globe Life (GL) position steady in Q2 2026 at 3,065 shares worth $548K. The position accounts for 0.06% of the portfolio, ranked #102.

Cabot Wealth Management first reported a position in GL in Q3 2023 and has held it in 12 quarters since. 702 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Cabot Wealth Management held 3,065 shares of Globe Life worth $548K as of Q2 2026.
  • Cabot Wealth Management left its Globe Life share count unchanged in Q2 2026.
  • Globe Life made up 0.06% of Cabot Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Cabot Wealth Management first reported a position in Globe Life in Q3 2023 and has held it in 12 quarters since.
  • 702 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.