Joel Greenblatt's SHLD Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 52,536 shares of Global X Defense Tech ETF (SHLD) worth $3.72 M, representing 0.01% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 5 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in SHLD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 23,484 shares. Largest reduction occurred in Q1 2026, reducing 6,985 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Global X Defense Tech ETF (SHLD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Global X Defense Tech ETF (SHLD) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -6,985 | Reduce 11.74% | 52,536 | $70.84 |
| Q4 2025 | +18,335 | Add 44.52% | 59,521 | $64.79 |
| Q3 2025 | +23,484 | Add 132.66% | 41,186 | $70.24 |
| Q2 2025 | +216 | Add 1.24% | 17,702 | $60.25 |
| Q1 2025 | +17,486 | New Buy | 17,486 | $46.55 |
Joel Greenblatt's Global X Defense Tech ETF Investment FAQs
Joel Greenblatt first purchased Global X Defense Tech ETF (SHLD) in Q1 2025, acquiring 17,486 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Global X Defense Tech ETF (SHLD) for 5 quarters since Q1 2025.
Joel Greenblatt's largest addition to Global X Defense Tech ETF (SHLD) was in Q3 2025, adding 41,186 shares worth $2.89 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 52,536 shares of Global X Defense Tech ETF (SHLD), valued at approximately $3.72 M.
As of the Q1 2026 filing, Global X Defense Tech ETF (SHLD) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Global X Defense Tech ETF (SHLD) was 59,521 shares, as reported at the end of Q4 2025.