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Clearstead Advisors’s Globe Life GL Stock Holding History

Clearstead 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
Q1 		$437K Sell
3,139
-1,714
-35% -$242K ﹤0.01% 748
2025
Q4 		$679K Sell
4,853
-420
-8% -$56.9K 0.01% 572
2025
Q3 		$754K Buy
5,273
+100
+2% +$13.6K 0.01% 520
2025
Q2 		$643K Buy
5,173
+1,918
+59% +$233K 0.01% 544
2025
Q1 		$429K Buy
3,255
+149
+5% +$18.2K 0.01% 619
2024
Q4 		$346K Hold
3,106
– – 0.01% 677
2024
Q3 		$329K Hold
3,106
– – 0.01% 691
2024
Q2 		$256K Hold
3,106
– – ﹤0.01% 734
2024
Q1 		$264K Sell
3,106
-2,304
-43% -$282K 0.01% 423
2023
Q4 		$659K Sell
5,410
-5,390
-50% -$634K 0.03% 277
2023
Q3 		$1.17M Buy
10,800
+5,400
+100% +$603K 0.03% 280
2023
Q2 		$592K Sell
5,400
-5
-0.1% -$537 0.04% 271
2023
Q1 		$595K Buy
5,405
+5
+0.1% +$587 0.04% 236
2022
Q4 		$651K Hold
5,400
– – 0.05% 216
2022
Q3 		$538K Hold
5,400
– – 0.05% 213
2022
Q2 		$526K Hold
5,400
– – 0.04% 243
2022
Q1 		$543K Buy
+5,400
New +$547K 0.04% 258
2021
Q3 		– Sell
-15
Closed -$1K – 1322
2021
Q2 		$1K Buy
+15
New +$1.54K ﹤0.01% 1152

Other funds holding GL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Clearstead Advisors's GL Position: Q1 2026 in Review

Clearstead Advisors reduced its Globe Life (GL) stake by 35% in Q1 2026, selling an estimated $242K and leaving 3,139 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Clearstead Advisors first reported a position in GL in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.17M in Q3 2023. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Clearstead Advisors held 3,139 shares of Globe Life worth $437K as of Q1 2026.
  • Clearstead Advisors sold 1,714 Globe Life shares in Q1 2026, an estimated $242K.
  • Globe Life made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #748 holding.
  • Clearstead Advisors first reported a position in Globe Life in Q2 2021 and has held it in 18 quarters since.
  • Clearstead Advisors's Globe Life position peaked at $1.17M in Q3 2023.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.