Integrated Wealth Concepts’s Globus Medical GMED Stock Holding History

Integrated Wealth Concepts’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	$463K	Buy	5,371 +2,889	+116%	+$259K	﹤0.01%	1585
2025 Q4	$217K	Buy	+2,482	New	+$188K	﹤0.01%	1481
2025 Q3	–	Sell	-4,058	Closed	-$240K	–	2020
2025 Q2	$240K	Sell	4,058 -317	-7%	-$20.5K	﹤0.01%	1672
2025 Q1	$320K	Buy	4,375 +1,085	+33%	+$89.7K	﹤0.01%	1374
2024 Q4	$272K	Sell	3,290 -14	-0.4%	-$1.1K	﹤0.01%	1427
2024 Q3	$236K	Buy	3,304 +89	+3%	+$6.28K	﹤0.01%	1483
2024 Q2	$220K	Buy	+3,215	New	+$192K	﹤0.01%	1481
2023 Q4	–	Sell	-4,624	Closed	-$230K	–	1628
2023 Q3	$230K	Buy	4,624 +11	+0.2%	+$615	﹤0.01%	1351
2023 Q2	$275K	Buy	4,613 +10	+0.2%	+$570	﹤0.01%	1265
2023 Q1	$261K	Buy	+4,603	New	+$295K	0.01%	1118

Other funds holding GMED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Concepts's GMED Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Globus Medical (GMED) stake by 116% in Q1 2026, buying an estimated $259K and bringing the position to 5,371 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Integrated Wealth Concepts first reported a position in GMED in Q1 2023 and has held it in 10 quarters since. 602 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

Integrated Wealth Concepts held 5,371 shares of Globus Medical worth $463K as of Q1 2026.
Integrated Wealth Concepts bought 2,889 Globus Medical shares in Q1 2026, an estimated $259K.
Globus Medical made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1585 holding.
Integrated Wealth Concepts first reported a position in Globus Medical in Q1 2023 and has held it in 10 quarters since.
602 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.