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Harel Insurance Investments & Financial Services’s Global X Defense Tech ETF SHLD Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$418M Buy
6,990,465
+2,345,100
+50% +$156M 2.03% 16
2026
Q1 		$329M Buy
4,645,365
+2,795,100
+151% +$208M 2.23% 16
2025
Q4 		$120M Buy
1,850,265
+1,850,000
+698,113% +$122M 1.04% 30
2025
Q3 		$19K Buy
+265
New +$16.6K ﹤0.01% 427

Other funds holding SHLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SHLD Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its Global X Defense Tech ETF (SHLD) stake by 50% in Q2 2026, buying an estimated $156M and bringing the position to 6,990,465 shares worth $418M. The position accounts for 2.03% of the portfolio, ranked #16.

Harel Insurance Investments & Financial Services first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 385 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 6,990,465 shares of Global X Defense Tech ETF worth $418M as of Q2 2026.
  • Harel Insurance Investments & Financial Services bought 2,345,100 Global X Defense Tech ETF shares in Q2 2026, an estimated $156M.
  • Global X Defense Tech ETF made up 2.03% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #16 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 385 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.