Evergreen Capital Management’s Globus Medical GMED Stock Holding History

Evergreen Capital 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 Q2	$394K	Sell	4,981 -1,975	-28%	-$168K	0.01%	1046
2026 Q1	$599K	Buy	6,956 +2,051	+42%	+$184K	0.01%	681
2025 Q4	$428K	Buy	4,905 +897	+22%	+$68.1K	0.01%	840
2025 Q3	$230K	Buy	+4,008	New	+$231K	0.01%	1148
2025 Q2	–	Sell	-3,702	Closed	-$271K	–	1181
2025 Q1	$271K	Buy	3,702 +689	+23%	+$56.9K	0.01%	811
2024 Q4	$249K	Buy	3,013 +190	+7%	+$15K	0.01%	842
2024 Q3	$202K	Buy	+2,823	New	+$199K	0.01%	941

Other funds holding GMED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Evergreen Capital Management's GMED Position: Q2 2026 in Review

Evergreen Capital Management reduced its Globus Medical (GMED) stake by 28% in Q2 2026, selling an estimated $168K and leaving 4,981 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #1046.

Evergreen Capital Management first reported a position in GMED in Q3 2024 and has held it in 7 quarters since. The position peaked at $599K in Q1 2026. 599 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

Evergreen Capital Management held 4,981 shares of Globus Medical worth $394K as of Q2 2026.
Evergreen Capital Management sold 1,975 Globus Medical shares in Q2 2026, an estimated $168K.
Globus Medical made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1046 holding.
Evergreen Capital Management first reported a position in Globus Medical in Q3 2024 and has held it in 7 quarters since.
Evergreen Capital Management's Globus Medical position peaked at $599K in Q1 2026.
599 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.