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Congress Asset Management’s Globus Medical GMED Stock Holding History

Congress Asset Management’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
Q3 		$27M Buy
361,026
+22,401
+7% +$1.77M 0.18% 131
2026
Q2 		$26.8M Buy
+338,625
New +$28.8M 0.16% 137

Other funds holding GMED

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Congress Asset Management's GMED Position: Q3 2026 in Review

Congress Asset Management increased its Globus Medical (GMED) stake by 6.6% in Q3 2026, buying an estimated $1.77M and bringing the position to 361,026 shares worth $27M. The position accounts for 0.18% of the portfolio, ranked #131.

Congress Asset Management first reported a position in GMED in Q2 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold GMED as of Q3 2026.

  • Congress Asset Management held 361,026 shares of Globus Medical worth $27M as of Q3 2026.
  • Congress Asset Management bought 22,401 Globus Medical shares in Q3 2026, an estimated $1.77M.
  • Globus Medical made up 0.18% of Congress Asset Management's portfolio in Q3 2026, its #131 holding.
  • Congress Asset Management first reported a position in Globus Medical in Q2 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Globus Medical as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.