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Essential Partners’s Globe Life GL Stock Holding History

Essential Partners’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 		$192K Sell
1,074
-1,964
-65% -$307K 0.09% 239
2026
Q1 		$423K Sell
3,038
-957
-24% -$135K 0.14% 164
2025
Q4 		$559K Sell
3,995
-52
-1% -$7.04K 0.17% 167
2025
Q3 		$579K Hold
4,047
– – 0.19% 148
2025
Q2 		$503K Buy
+4,047
New +$491K 0.2% 155

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

Essential Partners's GL Position: Q2 2026 in Review

Essential Partners reduced its Globe Life (GL) stake by 65% in Q2 2026, selling an estimated $307K and leaving 1,074 shares worth $192K. The position accounts for 0.09% of the portfolio, ranked #239.

Essential Partners first reported a position in GL in Q2 2025 and has held it in 5 quarters since. The position peaked at $579K in Q3 2025. 700 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Essential Partners held 1,074 shares of Globe Life worth $192K as of Q2 2026.
  • Essential Partners sold 1,964 Globe Life shares in Q2 2026, an estimated $307K.
  • Globe Life made up 0.09% of Essential Partners's portfolio in Q2 2026, its #239 holding.
  • Essential Partners first reported a position in Globe Life in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Globe Life position peaked at $579K in Q3 2025.
  • 700 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.