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Independent Financial Group’s Globus Medical GMED Stock Holding History

Independent Financial Group’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 		$364K Sell
4,607
-4,753
-51% -$404K 0.01% 1135
2026
Q1 		$806K Buy
9,360
+750
+9% +$67.3K 0.02% 705
2025
Q4 		$752K Buy
+8,610
New +$654K 0.02% 728

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

Independent Financial Group's GMED Position: Q2 2026 in Review

Independent Financial Group reduced its Globus Medical (GMED) stake by 51% in Q2 2026, selling an estimated $404K and leaving 4,607 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #1135.

Independent Financial Group first reported a position in GMED in Q4 2025 and has held it in 3 quarters since. The position peaked at $806K in Q1 2026. 596 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Independent Financial Group held 4,607 shares of Globus Medical worth $364K as of Q2 2026.
  • Independent Financial Group sold 4,753 Globus Medical shares in Q2 2026, an estimated $404K.
  • Globus Medical made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1135 holding.
  • Independent Financial Group first reported a position in Globus Medical in Q4 2025 and has held it in 3 quarters since.
  • Independent Financial Group's Globus Medical position peaked at $806K in Q1 2026.
  • 596 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.