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EverSource Wealth Advisors’s Globus Medical GMED Stock Holding History

EverSource 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 		$24.9K Sell
315
-884
-74% -$75.1K ﹤0.01% 2272
2026
Q1 		$103K Buy
1,199
+632
+111% +$56.7K ﹤0.01% 1406
2025
Q4 		$49.5K Buy
567
+107
+23% +$8.12K ﹤0.01% 1755
2025
Q3 		$26.3K Sell
460
-2
-0.4% -$115 ﹤0.01% 2149
2025
Q2 		$27.3K Buy
462
+197
+74% +$12.7K ﹤0.01% 2052
2025
Q1 		$19.4K Buy
265
+5
+2% +$413 ﹤0.01% 1700
2024
Q4 		$21.5K Buy
260
+82
+46% +$6.47K ﹤0.01% 1584
2024
Q3 		$12.7K Buy
178
+15
+9% +$1.06K ﹤0.01% 1735
2024
Q2 		$11.7K Sell
163
-14
-8% -$836 ﹤0.01% 1764
2024
Q1 		$8.81K Buy
177
+43
+32% +$2.31K ﹤0.01% 1757
2023
Q4 		$7.14K Buy
134
+21
+19% +$1.02K ﹤0.01% 1712
2023
Q3 		$5.61K Buy
+113
New +$6.32K ﹤0.01% 1664
2023
Q2 		– Sell
-16
Closed -$906 – 2538
2023
Q1 		$906 Sell
16
-4,114
-100% -$264K ﹤0.01% 2135
2022
Q4 		$307K Sell
4,130
-633
-13% -$43.1K 0.05% 275
2022
Q3 		$284K Sell
4,763
-441
-8% -$26.6K 0.07% 245
2022
Q2 		$292K Buy
+5,204
New +$342K 0.08% 214

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

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

EverSource Wealth Advisors reduced its Globus Medical (GMED) stake by 74% in Q2 2026, selling an estimated $75.1K and leaving 315 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

EverSource Wealth Advisors first reported a position in GMED in Q2 2022 and has held it in 16 quarters since. The position peaked at $307K in Q4 2022. 601 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • EverSource Wealth Advisors held 315 shares of Globus Medical worth $24.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 884 Globus Medical shares in Q2 2026, an estimated $75.1K.
  • Globus Medical made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2272 holding.
  • EverSource Wealth Advisors first reported a position in Globus Medical in Q2 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Globus Medical position peaked at $307K in Q4 2022.
  • 601 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.