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EP Wealth Advisors’s Globus Medical GMED Stock Holding History

EP Wealth 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 		$948K Buy
11,993
+3,600
+43% +$306K ﹤0.01% 769
2026
Q1 		$723K Buy
8,393
+1,443
+21% +$130K ﹤0.01% 752
2025
Q4 		$607K Buy
+6,950
New +$528K ﹤0.01% 789
2025
Q2 		$200K Buy
+3,394
New +$219K ﹤0.01% 1259

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

EP Wealth Advisors's GMED Position: Q2 2026 in Review

EP Wealth Advisors increased its Globus Medical (GMED) stake by 43% in Q2 2026, buying an estimated $306K and bringing the position to 11,993 shares worth $948K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

EP Wealth Advisors first reported a position in GMED in Q2 2025 and has held it in 4 quarters since. 599 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • EP Wealth Advisors held 11,993 shares of Globus Medical worth $948K as of Q2 2026.
  • EP Wealth Advisors bought 3,600 Globus Medical shares in Q2 2026, an estimated $306K.
  • Globus Medical made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #769 holding.
  • EP Wealth Advisors first reported a position in Globus Medical in Q2 2025 and has held it in 4 quarters since.
  • 599 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.