HWM
GMED icon

HB Wealth Management’s Globus Medical GMED Stock Holding History

HB Wealth 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
Q2 		$1.2M Buy
15,185
+7,892
+108% +$671K 0.01% 668
2026
Q1 		$628K Buy
7,293
+3,332
+84% +$299K ﹤0.01% 864
2025
Q4 		$346K Buy
+3,961
New +$301K ﹤0.01% 1068
2025
Q2 		– Sell
-3,804
Closed -$278K – 1215
2025
Q1 		$278K Buy
3,804
+170
+5% +$14K ﹤0.01% 1004
2024
Q4 		$301K Buy
+3,634
New +$287K ﹤0.01% 814

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 $3.38T 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HB Wealth Management's GMED Position: Q2 2026 in Review

HB Wealth Management increased its Globus Medical (GMED) stake by 108% in Q2 2026, buying an estimated $671K and bringing the position to 15,185 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #668.

HB Wealth Management first reported a position in GMED in Q4 2024 and has held it in 5 quarters since. 601 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • HB Wealth Management held 15,185 shares of Globus Medical worth $1.2M as of Q2 2026.
  • HB Wealth Management bought 7,892 Globus Medical shares in Q2 2026, an estimated $671K.
  • Globus Medical made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #668 holding.
  • HB Wealth Management first reported a position in Globus Medical in Q4 2024 and has held it in 5 quarters since.
  • 601 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.