Colonial Trust’s Globus Medical GMED Stock Holding History

Colonial Trust’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	$5.85K	Hold	70	–	–	﹤0.01%	829
2025 Q4	$6.11K	Sell	70 -35	-33%	-$2.66K	﹤0.01%	825
2025 Q3	$6.01K	Buy	105 +41	+64%	+$2.36K	﹤0.01%	808
2025 Q2	$3.75K	Hold	64	–	–	﹤0.01%	884
2025 Q1	$4.64K	Hold	64	–	–	﹤0.01%	837
2024 Q4	$5.29K	Hold	64	–	–	﹤0.01%	1057
2024 Q3	$4.52K	Hold	64	–	–	﹤0.01%	890
2024 Q2	$4.41K	Hold	64	–	–	﹤0.01%	862
2024 Q1	$3.4K	Buy	64 +17	+36%	+$914	﹤0.01%	874
2023 Q4	$2.54K	Hold	47	–	–	﹤0.01%	877
2023 Q3	$2.43K	Hold	47	–	–	﹤0.01%	876
2023 Q2	$2.77K	Hold	47	–	–	﹤0.01%	859
2023 Q1	$2.62K	Hold	47	–	–	﹤0.01%	824
2022 Q4	$3.5K	Buy	+47	New	+$3.2K	﹤0.01%	799

Other funds holding GMED

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Geode Capital Management

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