Financial Perspectives’s Globus Medical GMED Stock Holding History

Financial Perspectives’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	$16.7K	Hold	223	–	–	﹤0.01%	484
2026 Q2	$17.6K	Hold	223	–	–	﹤0.01%	469
2026 Q1	$19.2K	Hold	223	–	–	0.01%	440
2025 Q4	$19.5K	Hold	223	–	–	0.01%	437
2025 Q3	$12.8K	Hold	223	–	–	﹤0.01%	493
2025 Q2	$13.2K	Hold	223	–	–	﹤0.01%	477
2025 Q1	$16.3K	Hold	223	–	–	0.01%	435
2024 Q4	$18.4K	Hold	223	–	–	0.01%	419
2024 Q3	$16K	Hold	223	–	–	0.01%	418
2024 Q2	$15.3K	Hold	223	–	–	0.01%	413
2024 Q1	$12K	Hold	223	–	–	﹤0.01%	442
2023 Q4	$11.9K	Hold	223	–	–	﹤0.01%	452
2023 Q3	$11.1K	Buy	223 +23	+12%	+$1.29K	0.01%	436
2023 Q2	$11.9K	Hold	200	–	–	0.01%	433
2023 Q1	$11.3K	Hold	200	–	–	0.01%	432
2022 Q4	$14.9K	Hold	200	–	–	0.01%	391
2022 Q3	$11.9K	Hold	200	–	–	0.01%	415
2022 Q2	$11.2K	Hold	200	–	–	0.01%	426
2022 Q1	$14.8K	Hold	200	–	–	0.01%	410
2021 Q4	$14.4K	Hold	200	–	–	0.01%	400
2021 Q3	$15.3K	Hold	200	–	–	0.01%	390
2021 Q2	$15.5K	Hold	200	–	–	0.01%	410
2021 Q1	$12.3K	Hold	200	–	–	0.01%	422
2020 Q4	$13K	Hold	200	–	–	0.01%	379
2020 Q3	$9.9K	Hold	200	–	–	0.01%	374
2020 Q2	$9.5K	Buy	+200	New	+$9.6K	0.01%	355

Other funds holding GMED

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Financial Perspectives's GMED Position: Q3 2026 in Review

Financial Perspectives held its Globus Medical (GMED) position steady in Q3 2026 at 223 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Financial Perspectives first reported a position in GMED in Q2 2020 and has held it in 26 quarters since. The position peaked at $19.5K in Q4 2025. 369 funds tracked by Wall St. Rank hold GMED as of Q3 2026.

Financial Perspectives held 223 shares of Globus Medical worth $16.7K as of Q3 2026.
Financial Perspectives left its Globus Medical share count unchanged in Q3 2026.
Globus Medical made up ﹤0.01% of Financial Perspectives's portfolio in Q3 2026, its #484 holding.
Financial Perspectives first reported a position in Globus Medical in Q2 2020 and has held it in 26 quarters since.
Financial Perspectives's Globus Medical position peaked at $19.5K in Q4 2025.
369 funds tracked by Wall St. Rank held Globus Medical as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.