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Annex Advisory Services’s Globus Medical GMED Stock Holding History

Annex 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 		$29.5M Buy
372,794
+22,407
+6% +$1.9M 0.5% 56
2026
Q1 		$30.2M Buy
350,387
+114,770
+49% +$10.3M 0.57% 55
2025
Q4 		$20.6M Buy
+235,617
New +$17.9M 0.39% 61

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 $3.37T AUM 44.26% 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

Annex Advisory Services's GMED Position: Q2 2026 in Review

Annex Advisory Services increased its Globus Medical (GMED) stake by 6.4% in Q2 2026, buying an estimated $1.9M and bringing the position to 372,794 shares worth $29.5M. The position accounts for 0.5% of the portfolio, ranked #56.

Annex Advisory Services first reported a position in GMED in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.2M in Q1 2026. 599 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Annex Advisory Services held 372,794 shares of Globus Medical worth $29.5M as of Q2 2026.
  • Annex Advisory Services bought 22,407 Globus Medical shares in Q2 2026, an estimated $1.9M.
  • Globus Medical made up 0.5% of Annex Advisory Services's portfolio in Q2 2026, its #56 holding.
  • Annex Advisory Services first reported a position in Globus Medical in Q4 2025 and has held it in 3 quarters since.
  • Annex Advisory Services's Globus Medical position peaked at $30.2M in Q1 2026.
  • 599 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.