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Carolinas Wealth Consulting’s Globus Medical GMED Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-37
Closed -$2.73K – 369
2025
Q1 		$2.73K Buy
37
+5
+16% +$413 ﹤0.01% 727
2024
Q4 		$2.63K Buy
32
+13
+68% +$1.02K ﹤0.01% 773
2024
Q3 		$1.34K Hold
19
– – ﹤0.01% 878
2024
Q2 		$1.29K Buy
19
+1
+6% +$60 ﹤0.01% 871
2024
Q1 		$956 Buy
+18
New +$968 ﹤0.01% 906

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

Carolinas Wealth Consulting's GMED Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Globus Medical (GMED) in Q2 2025, closing a stake of 37 shares — an estimated $2.73K sold.

Carolinas Wealth Consulting first reported a position in GMED in Q1 2024 and held it in 5 quarters. The position peaked at $2.73K in Q1 2025. 480 funds tracked by Wall St. Rank hold GMED as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Globus Medical position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 37 Globus Medical shares in Q2 2025, an estimated $2.73K.
  • Carolinas Wealth Consulting first reported a position in Globus Medical in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Globus Medical position peaked at $2.73K in Q1 2025.
  • 480 funds tracked by Wall St. Rank held Globus Medical as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.