Action Point Financial Planning’s Globus Medical GMED Stock Holding History

Action Point Financial Planning’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	$11.1K	Buy	+142	New	+$12.1K	﹤0.01%	1408

Other funds holding GMED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Action Point Financial Planning's GMED Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Globus Medical (GMED) in Q2 2026: 142 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #1408 among its holdings.

593 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

Action Point Financial Planning held 142 shares of Globus Medical worth $11.1K as of Q2 2026.
Globus Medical was a new Action Point Financial Planning position in Q2 2026.
Globus Medical made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1408 holding.
593 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.