Asset Dedication LLC’s Globus Medical GMED Stock Holding History

Asset Dedication LLC’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	$1.98K	Hold	25	–	–	﹤0.01%	1040
2026 Q1	$2.15K	Hold	25	–	–	﹤0.01%	961
2025 Q4	$2.18K	Hold	25	–	–	﹤0.01%	1000
2025 Q3	$1.43K	Hold	25	–	–	﹤0.01%	1043
2025 Q2	$1.48K	Hold	25	–	–	﹤0.01%	1055
2025 Q1	$1.83K	Hold	25	–	–	﹤0.01%	968
2024 Q4	$2.07K	Buy	+25	New	+$1.97K	﹤0.01%	969
2023 Q1	–	Sell	-9	Closed	-$1K	–	998
2022 Q4	$1K	Hold	9	–	–	﹤0.01%	929
2022 Q3	$1K	Buy	+9	New	+$542	﹤0.01%	881
2022 Q2	–	Sell	-9	Closed	-$1K	–	669
2022 Q1	$1K	Buy	+9	New	+$626	﹤0.01%	920

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

Asset Dedication LLC's GMED Position: Q2 2026 in Review

Asset Dedication LLC held its Globus Medical (GMED) position steady in Q2 2026 at 25 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Asset Dedication LLC first reported a position in GMED in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.18K in Q4 2025. 596 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

Asset Dedication LLC held 25 shares of Globus Medical worth $1.98K as of Q2 2026.
Asset Dedication LLC left its Globus Medical share count unchanged in Q2 2026.
Globus Medical made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #1040 holding.
Asset Dedication LLC first reported a position in Globus Medical in Q1 2022 and has held it in 10 quarters since.
Asset Dedication LLC's Globus Medical position peaked at $2.18K in Q4 2025.
596 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.