NewEdge Wealth’s Globe Life GL Stock Holding History

NewEdge Wealth’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	$939K	Sell	5,256 -167	-3%	-$26.1K	0.01%	674
2026 Q1	$755K	Sell	5,423 -692	-11%	-$97.7K	0.01%	699
2025 Q4	$855K	Buy	6,115 +2,111	+53%	+$286K	0.01%	677
2025 Q3	$536K	Buy	+4,004	New	+$543K	0.01%	727

Other funds holding GL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

NewEdge Wealth's GL Position: Q2 2026 in Review

NewEdge Wealth reduced its Globe Life (GL) stake by 3.1% in Q2 2026, selling an estimated $26.1K and leaving 5,256 shares worth $939K. The position accounts for 0.01% of the portfolio, ranked #674.

NewEdge Wealth first reported a position in GL in Q3 2025 and has held it in 4 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

NewEdge Wealth held 5,256 shares of Globe Life worth $939K as of Q2 2026.
NewEdge Wealth sold 167 Globe Life shares in Q2 2026, an estimated $26.1K.
Globe Life made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #674 holding.
NewEdge Wealth first reported a position in Globe Life in Q3 2025 and has held it in 4 quarters since.
701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.