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Acorn Financial Advisory Services’s Globus Medical GMED Stock Holding History

Acorn Financial Advisory Services’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$975K Sell
12,335
-1,284
-9% -$109K 0.13% 88
2026
Q1 		$1.17M Sell
13,619
-199
-1% -$17.9K 0.16% 65
2025
Q4 		$1.21M Sell
13,818
-156
-1% -$11.8K 0.18% 56
2025
Q3 		$800K Sell
13,974
-552
-4% -$31.8K 0.12% 84
2025
Q2 		$857K Sell
14,526
-540
-4% -$34.9K 0.14% 74
2025
Q1 		$1.1M Buy
15,066
+48
+0.3% +$3.97K 0.2% 63
2024
Q4 		$1.24M Sell
15,018
-745
-5% -$58.8K 0.2% 57
2024
Q3 		$1.13M Sell
15,763
-430
-3% -$30.4K 0.2% 60
2024
Q2 		$1.11M Sell
16,193
-516
-3% -$30.8K 0.21% 57
2024
Q1 		$896K Sell
16,709
-684
-4% -$36.8K 0.17% 75
2023
Q4 		$927K Sell
17,393
-466
-3% -$22.7K 0.16% 95
2023
Q3 		$887K Buy
+17,859
New +$999K 0.16% 95

Other funds holding GMED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Acorn Financial Advisory Services's GMED Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Globus Medical (GMED) stake by 9.4% in Q2 2026, selling an estimated $109K and leaving 12,335 shares worth $975K. The position accounts for 0.13% of the portfolio, ranked #88.

Acorn Financial Advisory Services first reported a position in GMED in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q4 2024. 601 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Acorn Financial Advisory Services held 12,335 shares of Globus Medical worth $975K as of Q2 2026.
  • Acorn Financial Advisory Services sold 1,284 Globus Medical shares in Q2 2026, an estimated $109K.
  • Globus Medical made up 0.13% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #88 holding.
  • Acorn Financial Advisory Services first reported a position in Globus Medical in Q3 2023 and has held it in 12 quarters since.
  • Acorn Financial Advisory Services's Globus Medical position peaked at $1.24M in Q4 2024.
  • 601 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.