ECM
GMED icon

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
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
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

Evergreen Capital Management's GMED Position: Q1 2026 in Review

Evergreen Capital Management increased its Globus Medical (GMED) stake by 42% in Q1 2026, buying an estimated $184K and bringing the position to 6,956 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #681.

Evergreen Capital Management first reported a position in GMED in Q3 2024 and has held it in 6 quarters since. 602 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

  • Evergreen Capital Management held 6,956 shares of Globus Medical worth $599K as of Q1 2026.
  • Evergreen Capital Management bought 2,051 Globus Medical shares in Q1 2026, an estimated $184K.
  • Globus Medical made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #681 holding.
  • Evergreen Capital Management first reported a position in Globus Medical in Q3 2024 and has held it in 6 quarters since.
  • 602 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.