Capstone Investment Advisors’s Globus Medical GMED Stock Holding History

Capstone Investment 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 Q1	$397K	Buy	+4,612	New	+$414K	﹤0.01%	1252
2024 Q2	–	Sell	-5,747	Closed	-$308K	–	2226
2024 Q1	$308K	Buy	+5,747	New	+$309K	﹤0.01%	1822
2017 Q2	–	Sell	-27,677	Closed	-$819K	–	740
2017 Q1	$819K	Buy	+27,677	New	+$755K	0.02%	474
2016 Q4	–	Sell	-13,300	Closed	-$300K	–	1005
2016 Q3	$300K	Sell	13,300 -5,339	-29%	-$125K	0.01%	605
2016 Q2	$444K	Sell	18,639 -2,394	-11%	-$57.4K	0.01%	493
2016 Q1	$499K	Buy	+21,033	New	+$514K	0.02%	423

Other funds holding GMED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capstone Investment Advisors's GMED Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Globus Medical (GMED) in Q1 2026: 4,612 shares worth $397K. The stake represents ﹤0.01% of the portfolio and ranks #1252 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in GMED as recently as Q1 2024.

Capstone Investment Advisors first reported a position in GMED in Q1 2016 and has held it in 6 quarters since. The position peaked at $819K in Q1 2017. 602 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

Capstone Investment Advisors held 4,612 shares of Globus Medical worth $397K as of Q1 2026.
Globus Medical was a new Capstone Investment Advisors position in Q1 2026.
Globus Medical made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1252 holding.
Capstone Investment Advisors first reported a position in Globus Medical in Q1 2016 and has held it in 6 quarters since.
Capstone Investment Advisors's Globus Medical position peaked at $819K in Q1 2017.
602 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.