PWMAI
GMED icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Globus Medical GMED Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$171K Sell
2,163
-36
-2% -$3.06K 0.05% 189
2026
Q1 		$189K Sell
2,199
-1,246
-36% -$112K 0.06% 175
2025
Q4 		$301K Sell
3,445
-1,283
-27% -$97.4K 0.09% 137
2025
Q3 		$271K Buy
4,728
+1,106
+31% +$63.7K 0.09% 127
2025
Q2 		$214K Buy
+3,622
New +$234K 0.07% 134

Other funds holding GMED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GMED Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Globus Medical (GMED) stake by 1.6% in Q2 2026, selling an estimated $3.06K and leaving 2,163 shares worth $171K. The position accounts for 0.05% of the portfolio, ranked #189.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GMED in Q2 2025 and has held it in 5 quarters since. The position peaked at $301K in Q4 2025. 293 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,163 shares of Globus Medical worth $171K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 36 Globus Medical shares in Q2 2026, an estimated $3.06K.
  • Globus Medical made up 0.05% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #189 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Globus Medical in Q2 2025 and has held it in 5 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Globus Medical position peaked at $301K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.