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Clearstead Advisors’s Globus Medical GMED Stock Holding History

Clearstead 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 		$16.5K Buy
209
+108
+107% +$9.18K ﹤0.01% 1845
2026
Q1 		$8.7K Sell
101
-637
-86% -$57.2K ﹤0.01% 1624
2025
Q4 		$64.4K Buy
738
+408
+124% +$31K ﹤0.01% 1291
2025
Q3 		$18.9K Sell
330
-213
-39% -$12.3K ﹤0.01% 1662
2025
Q2 		$32K Buy
543
+80
+17% +$5.17K ﹤0.01% 1436
2025
Q1 		$33.9K Buy
463
+91
+24% +$7.52K ﹤0.01% 1273
2024
Q4 		$30.8K Hold
372
– – ﹤0.01% 1276
2024
Q3 		$26.6K Hold
372
– – ﹤0.01% 1351
2024
Q2 		$25.5K Buy
372
+322
+644% +$19.2K ﹤0.01% 1313
2024
Q1 		$3.19K Hold
50
– – ﹤0.01% 1247
2023
Q4 		$2.67K Hold
50
– – ﹤0.01% 1249
2023
Q3 		$2.48K Hold
50
– – ﹤0.01% 1204
2023
Q2 		$2.98K Hold
50
– – ﹤0.01% 1100
2023
Q1 		$2.83K Hold
50
– – ﹤0.01% 1087
2022
Q4 		$3.71K Hold
50
– – ﹤0.01% 1012
2022
Q3 		$3K Hold
50
– – ﹤0.01% 1029
2022
Q2 		$3K Hold
50
– – ﹤0.01% 1053
2022
Q1 		$4K Hold
50
– – ﹤0.01% 1102
2021
Q4 		$4K Sell
50
-379
-88% -$27.5K ﹤0.01% 1018
2021
Q3 		$33K Buy
429
+379
+758% +$30.4K ﹤0.01% 680
2021
Q2 		$4K Hold
50
– – ﹤0.01% 915
2021
Q1 		$3K Hold
50
– – ﹤0.01% 919
2020
Q4 		$3K Hold
50
– – ﹤0.01% 848
2020
Q3 		$2K Buy
+50
New +$2.58K ﹤0.01% 814

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

Clearstead Advisors's GMED Position: Q2 2026 in Review

Clearstead Advisors increased its Globus Medical (GMED) stake by 107% in Q2 2026, buying an estimated $9.18K and bringing the position to 209 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Clearstead Advisors first reported a position in GMED in Q3 2020 and has held it in 24 quarters since. The position peaked at $64.4K in Q4 2025. 599 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Clearstead Advisors held 209 shares of Globus Medical worth $16.5K as of Q2 2026.
  • Clearstead Advisors bought 108 Globus Medical shares in Q2 2026, an estimated $9.18K.
  • Globus Medical made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1845 holding.
  • Clearstead Advisors first reported a position in Globus Medical in Q3 2020 and has held it in 24 quarters since.
  • Clearstead Advisors's Globus Medical position peaked at $64.4K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.