EverSource Wealth Advisors
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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
Q3 		$22.5K Sell
301
-14
-4% -$1.11K ﹤0.01% 2359
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% 1763
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

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

EverSource Wealth Advisors's GMED Position: Q3 2026 in Review

EverSource Wealth Advisors reduced its Globus Medical (GMED) stake by 4.4% in Q3 2026, selling an estimated $1.11K and leaving 301 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

EverSource Wealth Advisors first reported a position in GMED in Q2 2022 and has held it in 17 quarters since. The position peaked at $307K in Q4 2022. 369 funds tracked by Wall St. Rank hold GMED as of Q3 2026.

  • EverSource Wealth Advisors held 301 shares of Globus Medical worth $22.5K as of Q3 2026.
  • EverSource Wealth Advisors sold 14 Globus Medical shares in Q3 2026, an estimated $1.11K.
  • Globus Medical made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2359 holding.
  • EverSource Wealth Advisors first reported a position in Globus Medical in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Globus Medical position peaked at $307K in Q4 2022.
  • 369 funds tracked by Wall St. Rank held Globus Medical as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.