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Innovative Asset Advisors Group’s Globus Medical GMED Stock Holding History

Innovative Asset Advisors 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 		– Sell
-575
Closed -$49.5K – 586
2026
Q1 		$49.5K Buy
+575
New +$51.6K 0.03% 314

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

Innovative Asset Advisors Group's GMED Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Globus Medical (GMED) in Q2 2026, closing a stake of 575 shares — an estimated $49.5K sold.

Innovative Asset Advisors Group first reported a position in GMED in Q1 2026 and held it in 1 quarter. The position peaked at $49.5K in Q1 2026. 566 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Globus Medical position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 575 Globus Medical shares in Q2 2026, an estimated $49.5K.
  • Innovative Asset Advisors Group first reported a position in Globus Medical in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Globus Medical position peaked at $49.5K in Q1 2026.
  • 566 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.