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Heritage Wealth Management (Ohio)’s Globe Life GL Stock Holding History

Heritage Wealth Management (Ohio)’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 		$721K Sell
4,037
-125
-3% -$19.6K 0.18% 126
2026
Q1 		$579K Hold
4,162
– – 0.29% 88
2025
Q4 		$582K Sell
4,162
-200
-5% -$27.1K 0.16% 136
2025
Q3 		$624K Hold
4,362
– – 0.18% 120
2025
Q2 		$542K Sell
4,362
-200
-4% -$24.3K 0.18% 125
2025
Q1 		$601K Hold
4,562
– – 0.2% 117
2024
Q4 		$509K Hold
4,562
– – 0.17% 131
2024
Q3 		$483K Hold
4,562
– – 0.16% 140
2024
Q2 		$372K Buy
+4,562
New +$378K 0.12% 162

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

Heritage Wealth Management (Ohio)'s GL Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Globe Life (GL) stake by 3% in Q2 2026, selling an estimated $19.6K and leaving 4,037 shares worth $721K. The position accounts for 0.18% of the portfolio, ranked #126.

Heritage Wealth Management (Ohio) first reported a position in GL in Q2 2024 and has held it in 9 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 4,037 shares of Globe Life worth $721K as of Q2 2026.
  • Heritage Wealth Management (Ohio) sold 125 Globe Life shares in Q2 2026, an estimated $19.6K.
  • Globe Life made up 0.18% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #126 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Globe Life in Q2 2024 and has held it in 9 quarters since.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.