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Essential Partners’s Globus Medical GMED Stock Holding History

Essential Partners’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 		– Sell
-5
Closed -$395 – 2912
2026
Q2 		$395 Sell
5
-62
-93% -$5.27K ﹤0.01% 2524
2026
Q1 		$5.77K Buy
67
+59
+738% +$5.3K ﹤0.01% 1512
2025
Q4 		$698 Buy
+8
New +$607 ﹤0.01% 2145

Other funds holding GMED

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Essential Partners's GMED Position: Q3 2026 in Review

Essential Partners sold out of Globus Medical (GMED) in Q3 2026, closing a stake of 5 shares — an estimated $395 sold.

Essential Partners first reported a position in GMED in Q4 2025 and held it in 3 quarters. The position peaked at $5.77K in Q1 2026. 60 funds tracked by Wall St. Rank hold GMED as of Q3 2026.

  • Essential Partners reported no remaining Globus Medical position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 5 Globus Medical shares in Q3 2026, an estimated $395.
  • Essential Partners first reported a position in Globus Medical in Q4 2025 and held it in 3 quarters.
  • Essential Partners's Globus Medical position peaked at $5.77K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Globus Medical as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.