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Compass Ion Advisors’s Globus Medical GMED Stock Holding History

Compass Ion 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 		$2.45M Sell
28,436
-2,990
-10% -$268K 0.23% 52
2025
Q4 		$2.74M Sell
31,426
-3,477
-10% -$264K 0.26% 49
2025
Q3 		$2M Sell
34,903
-1,510
-4% -$87K 0.19% 60
2025
Q2 		$2.15M Sell
36,413
-706
-2% -$45.6K 0.23% 52
2025
Q1 		$2.72M Sell
37,119
-1,250
-3% -$103K 0.32% 38
2024
Q4 		$3.17M Buy
38,369
+2,777
+8% +$219K 0.38% 36
2024
Q3 		$2.55M Sell
35,592
-1,018
-3% -$71.9K 0.31% 41
2024
Q2 		$1.96M Hold
36,610
– – 0.28% 50
2024
Q1 		$1.96M Sell
36,610
-2,045
-5% -$110K 0.28% 51
2023
Q4 		$2.06M Buy
38,655
+4,630
+14% +$226K 0.32% 47
2023
Q3 		$1.69M Sell
34,025
-6,530
-16% -$365K 0.29% 51
2023
Q2 		$2.41M Hold
40,555
– – 0.61% 19
2023
Q1 		$2.3M Buy
40,555
+100
+0.2% +$6.41K 0.58% 17
2022
Q4 		$3M Buy
40,455
+661
+2% +$45K 0.77% 17
2022
Q3 		$2.37M Sell
39,794
-4,433
-10% -$267K 0.66% 17
2022
Q2 		$2.48M Sell
44,227
-3,756
-8% -$247K 0.72% 17
2022
Q1 		$3.54M Sell
47,983
-1,751
-4% -$122K 1.1% 15
2021
Q4 		$3.59M Buy
49,734
+41,955
+539% +$3.05M 1.16% 16
2021
Q3 		$596K Buy
+7,779
New +$625K 0.21% 48
2020
Q4 		– Sell
-12,083
Closed -$598K – 88
2020
Q3 		$598K Buy
12,083
+3,920
+48% +$202K 0.38% 34
2020
Q2 		$389K Sell
8,163
-266
-3% -$12.8K 0.35% 34
2020
Q1 		$358K Sell
8,429
-2,570
-23% -$127K 0.32% 28
2019
Q4 		$648K Buy
+10,999
New +$597K 0.33% 22

Other funds holding GMED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Compass Ion Advisors's GMED Position: Q1 2026 in Review

Compass Ion Advisors reduced its Globus Medical (GMED) stake by 9.5% in Q1 2026, selling an estimated $268K and leaving 28,436 shares worth $2.45M. The position accounts for 0.23% of the portfolio, ranked #52.

Compass Ion Advisors first reported a position in GMED in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.59M in Q4 2021. 603 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

  • Compass Ion Advisors held 28,436 shares of Globus Medical worth $2.45M as of Q1 2026.
  • Compass Ion Advisors sold 2,990 Globus Medical shares in Q1 2026, an estimated $268K.
  • Globus Medical made up 0.23% of Compass Ion Advisors's portfolio in Q1 2026, its #52 holding.
  • Compass Ion Advisors first reported a position in Globus Medical in Q4 2019 and has held it in 23 quarters since.
  • Compass Ion Advisors's Globus Medical position peaked at $3.59M in Q4 2021.
  • 603 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.