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 Q2	$274K	Sell	3,468 -1,903	-35%	-$162K	﹤0.01%	2035
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 $6.73T AUM 46.02% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Integrated Wealth Concepts's GMED Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Globus Medical (GMED) stake by 35% in Q2 2026, selling an estimated $162K and leaving 3,468 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Integrated Wealth Concepts first reported a position in GMED in Q1 2023 and has held it in 11 quarters since. The position peaked at $463K in Q1 2026. 601 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

Integrated Wealth Concepts held 3,468 shares of Globus Medical worth $274K as of Q2 2026.
Integrated Wealth Concepts sold 1,903 Globus Medical shares in Q2 2026, an estimated $162K.
Globus Medical made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2035 holding.
Integrated Wealth Concepts first reported a position in Globus Medical in Q1 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's Globus Medical position peaked at $463K in Q1 2026.
601 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.