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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
Q2 		$1.04M Buy
5,798
+2,659
+85% +$416K 0.01% 539
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 Buy
5,410
+10
+0.2% +$1.18K 0.03% 277
2023
Q3 		$587K Hold
5,400
– – 0.04% 272
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 $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

Clearstead Advisors's GL Position: Q2 2026 in Review

Clearstead Advisors increased its Globe Life (GL) stake by 85% in Q2 2026, buying an estimated $416K and bringing the position to 5,798 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #539.

Clearstead Advisors first reported a position in GL in Q2 2021 and has held it in 19 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Clearstead Advisors held 5,798 shares of Globe Life worth $1.04M as of Q2 2026.
  • Clearstead Advisors bought 2,659 Globe Life shares in Q2 2026, an estimated $416K.
  • Globe Life made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #539 holding.
  • Clearstead Advisors first reported a position in Globe Life in Q2 2021 and has held it in 19 quarters since.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.