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EverSource Wealth Advisors’s Globe Life GL Stock Holding History

EverSource Wealth 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 		$370K Sell
2,068
-298
-13% -$46.6K 0.01% 703
2026
Q1 		$329K Buy
2,366
+91
+4% +$12.8K 0.01% 800
2025
Q4 		$318K Sell
2,275
-140
-6% -$19K 0.01% 731
2025
Q3 		$345K Buy
2,415
+3
+0.1% +$407 0.01% 659
2025
Q2 		$300K Buy
2,412
+1,866
+342% +$227K 0.01% 670
2025
Q1 		$71.9K Buy
546
+181
+50% +$22.1K ﹤0.01% 1053
2024
Q4 		$40.7K Buy
365
+90
+33% +$9.71K ﹤0.01% 1277
2024
Q3 		$29.1K Buy
275
+50
+22% +$4.79K ﹤0.01% 1296
2024
Q2 		$20.9K Buy
225
+55
+32% +$4.56K ﹤0.01% 1489
2024
Q1 		$12.9K Buy
170
+37
+28% +$4.53K ﹤0.01% 1570
2023
Q4 		$16.2K Buy
133
+2
+2% +$235 ﹤0.01% 1337
2023
Q3 		$14.2K Hold
131
– – ﹤0.01% 1259
2023
Q2 		$14.4K Sell
131
-8
-6% -$860 ﹤0.01% 1288
2023
Q1 		$15.3K Hold
139
– – ﹤0.01% 1193
2022
Q4 		$16.8K Hold
139
– – ﹤0.01% 1118
2022
Q3 		$13K Buy
139
+20
+17% +$2.01K ﹤0.01% 1041
2022
Q2 		$12K Hold
119
– – ﹤0.01% 982
2022
Q1 		$12K Buy
119
+79
+198% +$8.01K ﹤0.01% 906
2021
Q4 		$4K Buy
+40
New +$3.7K ﹤0.01% 1330

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

EverSource Wealth Advisors's GL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Globe Life (GL) stake by 13% in Q2 2026, selling an estimated $46.6K and leaving 2,068 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #703.

EverSource Wealth Advisors first reported a position in GL in Q4 2021 and has held it in 19 quarters since. 698 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • EverSource Wealth Advisors held 2,068 shares of Globe Life worth $370K as of Q2 2026.
  • EverSource Wealth Advisors sold 298 Globe Life shares in Q2 2026, an estimated $46.6K.
  • Globe Life made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #703 holding.
  • EverSource Wealth Advisors first reported a position in Globe Life in Q4 2021 and has held it in 19 quarters since.
  • 698 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.