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Waddell & Associates’s Globe Life GL Stock Holding History

Waddell & Associates’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 		$487K Buy
2,723
+206
+8% +$32.2K 0.02% 278
2026
Q1 		$350K Buy
2,517
+895
+55% +$126K 0.02% 305
2025
Q4 		$227K Sell
1,622
-100
-6% -$13.5K 0.02% 338
2025
Q3 		$246K Buy
+1,722
New +$233K 0.02% 261

Other funds holding GL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Waddell & Associates's GL Position: Q2 2026 in Review

Waddell & Associates increased its Globe Life (GL) stake by 8.2% in Q2 2026, buying an estimated $32.2K and bringing the position to 2,723 shares worth $487K. The position accounts for 0.02% of the portfolio, ranked #278.

Waddell & Associates first reported a position in GL in Q3 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Waddell & Associates held 2,723 shares of Globe Life worth $487K as of Q2 2026.
  • Waddell & Associates bought 206 Globe Life shares in Q2 2026, an estimated $32.2K.
  • Globe Life made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #278 holding.
  • Waddell & Associates first reported a position in Globe Life in Q3 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.