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Oakwell Private Wealth Management’s Globe Life GL Stock Holding History

Oakwell Private Wealth Management’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 		$1.25M Buy
7,008
+7
+0.1% +$1.1K 0.21% 41
2026
Q1 		$974K Hold
7,001
– – 0.17% 44
2025
Q4 		$979K Buy
7,001
+1
+0% +$135 0.18% 48
2025
Q3 		$1M Hold
7,000
– – 0.2% 43
2025
Q2 		$870K Hold
7,000
– – 0.2% 41
2025
Q1 		$922K Hold
7,000
– – 0.25% 37
2024
Q4 		$781K Hold
7,000
– – 0.22% 38
2024
Q3 		$741K Hold
7,000
– – 0.21% 39
2024
Q2 		$576K Buy
+7,000
New +$580K 0.16% 44

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

Oakwell Private Wealth Management's GL Position: Q2 2026 in Review

Oakwell Private Wealth Management increased its Globe Life (GL) stake by 0.1% in Q2 2026, buying an estimated $1.1K and bringing the position to 7,008 shares worth $1.25M. The position accounts for 0.21% of the portfolio, ranked #41.

Oakwell Private Wealth Management 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.

  • Oakwell Private Wealth Management held 7,008 shares of Globe Life worth $1.25M as of Q2 2026.
  • Oakwell Private Wealth Management bought 7 Globe Life shares in Q2 2026, an estimated $1.1K.
  • Globe Life made up 0.21% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Oakwell Private Wealth Management 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 Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.