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GoalVest Advisory’s Globus Medical GMED Stock Holding History

GoalVest Advisory’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 		– Sell
-20
Closed -$1.72K – 529
2026
Q1 		$1.72K Hold
20
– – ﹤0.01% 426
2025
Q4 		$1.75K Hold
20
– – ﹤0.01% 494
2025
Q3 		$1.15K Hold
20
– – ﹤0.01% 388
2025
Q2 		$1.18K Hold
20
– – ﹤0.01% 345
2025
Q1 		$1.46K Buy
+20
New +$1.65K ﹤0.01% 316

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

GoalVest Advisory's GMED Position: Q2 2026 in Review

GoalVest Advisory sold out of Globus Medical (GMED) in Q2 2026, closing a stake of 20 shares — an estimated $1.72K sold.

GoalVest Advisory first reported a position in GMED in Q1 2025 and held it in 5 quarters. The position peaked at $1.75K in Q4 2025. 599 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • GoalVest Advisory reported no remaining Globus Medical position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 20 Globus Medical shares in Q2 2026, an estimated $1.72K.
  • GoalVest Advisory first reported a position in Globus Medical in Q1 2025 and held it in 5 quarters.
  • GoalVest Advisory's Globus Medical position peaked at $1.75K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.