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Independent Advisor Alliance’s Globus Medical GMED Stock Holding History

Independent Advisor Alliance’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 		$231K Sell
2,919
-68
-2% -$5.78K 0.01% 919
2026
Q1 		$257K Sell
2,987
-3
-0.1% -$269 ﹤0.01% 1394
2025
Q4 		$261K Buy
+2,990
New +$227K 0.01% 839

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

Independent Advisor Alliance's GMED Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Globus Medical (GMED) stake by 2.3% in Q2 2026, selling an estimated $5.78K and leaving 2,919 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #919.

Independent Advisor Alliance first reported a position in GMED in Q4 2025 and has held it in 3 quarters since. The position peaked at $261K in Q4 2025. 601 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Independent Advisor Alliance held 2,919 shares of Globus Medical worth $231K as of Q2 2026.
  • Independent Advisor Alliance sold 68 Globus Medical shares in Q2 2026, an estimated $5.78K.
  • Globus Medical made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #919 holding.
  • Independent Advisor Alliance first reported a position in Globus Medical in Q4 2025 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Globus Medical position peaked at $261K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.