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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
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 $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

EP Wealth Advisors's GMED Position: Q1 2026 in Review

EP Wealth Advisors increased its Globus Medical (GMED) stake by 21% in Q1 2026, buying an estimated $130K and bringing the position to 8,393 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

EP Wealth Advisors first reported a position in GMED in Q2 2025 and has held it in 3 quarters since. 602 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

  • EP Wealth Advisors held 8,393 shares of Globus Medical worth $723K as of Q1 2026.
  • EP Wealth Advisors bought 1,443 Globus Medical shares in Q1 2026, an estimated $130K.
  • Globus Medical made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #752 holding.
  • EP Wealth Advisors first reported a position in Globus Medical in Q2 2025 and has held it in 3 quarters since.
  • 602 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.