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Innovative Advisory Group’s Globus Medical GMED Stock Holding History

Innovative Advisory 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
Q1 		– Sell
-325
Closed -$28.4K – 106
2025
Q4 		$28.4K Hold
325
– – 0.02% 84
2025
Q3 		$18.6K Hold
325
– – 0.01% 105
2025
Q2 		$19.2K Hold
325
– – 0.02% 99
2025
Q1 		$23.8K Hold
325
– – 0.02% 79
2024
Q4 		$26.9K Buy
+325
New +$25.6K 0.02% 79

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

Innovative Advisory Group's GMED Position: Q1 2026 in Review

Innovative Advisory Group sold out of Globus Medical (GMED) in Q1 2026, closing a stake of 325 shares — an estimated $28.4K sold.

Innovative Advisory Group first reported a position in GMED in Q4 2024 and held it in 5 quarters. The position peaked at $28.4K in Q4 2025. 610 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

  • Innovative Advisory Group reported no remaining Globus Medical position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group sold 325 Globus Medical shares in Q1 2026, an estimated $28.4K.
  • Innovative Advisory Group first reported a position in Globus Medical in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group's Globus Medical position peaked at $28.4K in Q4 2025.
  • 610 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Innovative Advisory Group's 13F filing for Q1 2026, filed 22 Sep 2026.