Lido Advisors
GL icon

Lido Advisors’s Globe Life GL Stock Holding History

Lido 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 		$4.22M Sell
23,589
-3,146
-12% -$492K 0.01% 543
2026
Q1 		$3.72M Sell
26,735
-1,243
-4% -$175K 0.01% 526
2025
Q4 		$3.92M Sell
27,978
-394
-1% -$53.4K 0.01% 525
2025
Q3 		$4.06M Sell
28,372
-1,056
-4% -$143K 0.01% 491
2025
Q2 		$3.66M Sell
29,428
-137
-0.5% -$16.6K 0.01% 446
2025
Q1 		$3.89M Buy
29,565
+128
+0.4% +$15.7K 0.02% 399
2024
Q4 		$3.28M Buy
29,437
+27,015
+1,115% +$2.92M 0.01% 412
2024
Q3 		$257K Buy
+2,422
New +$232K ﹤0.01% 1223
2024
Q2 		– Sell
-2,471
Closed -$288K – 1439
2024
Q1 		$288K Sell
2,471
-7
-0.3% -$857 ﹤0.01% 1120
2023
Q4 		$302K Buy
+2,478
New +$291K ﹤0.01% 1031

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

Lido Advisors's GL Position: Q2 2026 in Review

Lido Advisors reduced its Globe Life (GL) stake by 12% in Q2 2026, selling an estimated $492K and leaving 23,589 shares worth $4.22M. The position accounts for 0.01% of the portfolio, ranked #543.

Lido Advisors first reported a position in GL in Q4 2023 and has held it in 10 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Lido Advisors held 23,589 shares of Globe Life worth $4.22M as of Q2 2026.
  • Lido Advisors sold 3,146 Globe Life shares in Q2 2026, an estimated $492K.
  • Globe Life made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #543 holding.
  • Lido Advisors first reported a position in Globe Life in Q4 2023 and has held it in 10 quarters since.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.