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Arkadios Wealth Advisors’s Globus Medical GMED Stock Holding History

Arkadios Wealth Advisors’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 		$221K Sell
2,802
-453
-14% -$38.5K ﹤0.01% 1573
2026
Q1 		$280K Buy
3,255
+312
+11% +$28K ﹤0.01% 1392
2025
Q4 		$257K Buy
+2,943
New +$223K 0.01% 1318
2021
Q4 		– Sell
-54
Closed -$4K – 1058
2021
Q3 		$4K Buy
+54
New +$4.34K ﹤0.01% 1649
2021
Q1 		– Sell
-332
Closed -$21K – 1680
2020
Q4 		$21K Buy
+332
New +$19.1K ﹤0.01% 738
2020
Q2 		– Sell
-147
Closed -$6.25K – 1022
2020
Q1 		$6.25K Hold
147
– – ﹤0.01% 739
2019
Q4 		$8.31K Buy
+147
New +$7.98K 0.01% 624

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

Arkadios Wealth Advisors's GMED Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Globus Medical (GMED) stake by 14% in Q2 2026, selling an estimated $38.5K and leaving 2,802 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Arkadios Wealth Advisors first reported a position in GMED in Q4 2019 and has held it in 7 quarters since. The position peaked at $280K in Q1 2026. 599 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Arkadios Wealth Advisors held 2,802 shares of Globus Medical worth $221K as of Q2 2026.
  • Arkadios Wealth Advisors sold 453 Globus Medical shares in Q2 2026, an estimated $38.5K.
  • Globus Medical made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1573 holding.
  • Arkadios Wealth Advisors first reported a position in Globus Medical in Q4 2019 and has held it in 7 quarters since.
  • Arkadios Wealth Advisors's Globus Medical position peaked at $280K in Q1 2026.
  • 599 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.