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Marshall & Sterling Wealth Advisors’s Globe Life GL Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-136
Closed -$19.4K – 460
2025
Q3 		$19.4K Sell
136
-169
-55% -$22.9K 0.01% 272
2025
Q2 		$37.9K Hold
305
– – 0.03% 192
2025
Q1 		$40.2K Buy
+305
New +$37.3K 0.03% 182

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's GL Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Globe Life (GL) in Q4 2025, closing a stake of 136 shares — an estimated $19.4K sold.

Marshall & Sterling Wealth Advisors first reported a position in GL in Q1 2025 and held it in 3 quarters. The position peaked at $40.2K in Q1 2025. 682 funds tracked by Wall St. Rank hold GL as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Globe Life position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 136 Globe Life shares in Q4 2025, an estimated $19.4K.
  • Marshall & Sterling Wealth Advisors first reported a position in Globe Life in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Globe Life position peaked at $40.2K in Q1 2025.
  • 682 funds tracked by Wall St. Rank held Globe Life as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.