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Whipplewood Advisors’s Globe Life GL Stock Holding History

Whipplewood 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 		$2.32K Hold
13
– – ﹤0.01% 404
2026
Q1 		$1.81K Buy
+13
New +$1.83K ﹤0.01% 782
2025
Q3 		– Sell
-17
Closed -$2.11K – 655
2025
Q2 		$2.11K Sell
17
-65
-79% -$7.89K ﹤0.01% 867
2025
Q1 		$2.24K Buy
82
+65
+382% +$7.95K ﹤0.01% 867
2024
Q4 		$1.9K Buy
+17
New +$1.83K ﹤0.01% 891

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

Whipplewood Advisors's GL Position: Q2 2026 in Review

Whipplewood Advisors held its Globe Life (GL) position steady in Q2 2026 at 13 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Whipplewood Advisors first reported a position in GL in Q4 2024 and has held it in 5 quarters since. 696 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Whipplewood Advisors held 13 shares of Globe Life worth $2.32K as of Q2 2026.
  • Whipplewood Advisors left its Globe Life share count unchanged in Q2 2026.
  • Globe Life made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #404 holding.
  • Whipplewood Advisors first reported a position in Globe Life in Q4 2024 and has held it in 5 quarters since.
  • 696 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.