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Forum Financial Management’s Globus Medical GMED Stock Holding History

Forum Financial 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 		– Sell
-2,538
Closed -$222K – 603
2025
Q4 		$222K Buy
+2,538
New +$193K ﹤0.01% 916
2025
Q3 		– Sell
-4,092
Closed -$242K – 1030
2025
Q2 		$242K Buy
4,092
+628
+18% +$40.6K ﹤0.01% 793
2025
Q1 		$254K Buy
+3,464
New +$286K ﹤0.01% 687

Other funds holding GMED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's GMED Position: Q1 2026 in Review

Forum Financial Management sold out of Globus Medical (GMED) in Q1 2026, closing a stake of 2,538 shares — an estimated $222K sold.

Forum Financial Management first reported a position in GMED in Q1 2025 and held it in 3 quarters. The position peaked at $254K in Q1 2025. 610 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

  • Forum Financial Management reported no remaining Globus Medical position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,538 Globus Medical shares in Q1 2026, an estimated $222K.
  • Forum Financial Management first reported a position in Globus Medical in Q1 2025 and held it in 3 quarters.
  • Forum Financial Management's Globus Medical position peaked at $254K in Q1 2025.
  • 610 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.