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Avantax Advisory Services’s Globus Medical GMED Stock Holding History

Avantax 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
2025
Q2 		$1.32M Buy
22,301
+2,862
+15% +$185K 0.01% 1003
2025
Q1 		$1.42M Sell
19,439
-1,023
-5% -$84.5K 0.01% 921
2024
Q4 		$1.69M Buy
20,462
+2,534
+14% +$200K 0.01% 793
2024
Q3 		$1.28M Buy
17,928
+13
+0.1% +$918 0.01% 900
2024
Q2 		$1.23M Buy
+17,915
New +$1.07M 0.01% 876
2023
Q1 		– Sell
-3,995
Closed -$297K – 1507
2022
Q4 		$297K Buy
3,995
+195
+5% +$13.3K ﹤0.01% 1113
2022
Q3 		$226K Sell
3,800
-324
-8% -$19.5K ﹤0.01% 1147
2022
Q2 		$232K Sell
4,124
-520
-11% -$34.2K ﹤0.01% 1135
2022
Q1 		$343K Buy
4,644
+45
+1% +$3.13K ﹤0.01% 944
2021
Q4 		$332K Buy
4,599
+148
+3% +$10.7K 0.01% 930
2021
Q3 		$342K Sell
4,451
-105
-2% -$8.43K 0.01% 866
2021
Q2 		$354K Buy
4,556
+177
+4% +$12.6K 0.01% 837
2021
Q1 		$272K Buy
+4,379
New +$277K 0.01% 848
2020
Q4 		– Sell
-4,903
Closed -$244K – 1098
2020
Q3 		$244K Buy
+4,903
New +$253K ﹤0.01% 1122

Other funds holding GMED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Avantax Advisory Services's GMED Position: Q2 2025 in Review

Avantax Advisory Services increased its Globus Medical (GMED) stake by 15% in Q2 2025, buying an estimated $185K and bringing the position to 22,301 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1003.

Avantax Advisory Services first reported a position in GMED in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.69M in Q4 2024. 480 funds tracked by Wall St. Rank hold GMED as of Q2 2025.

  • Avantax Advisory Services held 22,301 shares of Globus Medical worth $1.32M as of Q2 2025.
  • Avantax Advisory Services bought 2,862 Globus Medical shares in Q2 2025, an estimated $185K.
  • Globus Medical made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1003 holding.
  • Avantax Advisory Services first reported a position in Globus Medical in Q3 2020 and has held it in 14 quarters since.
  • Avantax Advisory Services's Globus Medical position peaked at $1.69M in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Globus Medical as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.