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JFS Wealth Advisors’s Globus Medical GMED Stock Holding History

JFS Wealth Advisors’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 		$6.72K Buy
85
+5
+6% +$425 ﹤0.01% 1165
2026
Q1 		$6.89K Buy
80
+7
+10% +$628 ﹤0.01% 1085
2025
Q4 		$6.37K Buy
73
+12
+20% +$911 ﹤0.01% 1143
2025
Q3 		$3.49K Buy
61
+10
+20% +$576 ﹤0.01% 1256
2025
Q2 		$3.01K Buy
51
+1
+2% +$65 ﹤0.01% 1269
2025
Q1 		$3.66K Hold
50
– – ﹤0.01% 1250
2024
Q4 		$4.14K Hold
50
– – ﹤0.01% 1197
2024
Q3 		$3.58K Buy
50
+40
+400% +$2.82K ﹤0.01% 1242
2024
Q2 		$685 Sell
10
-3
-23% -$179 ﹤0.01% 1759
2024
Q1 		$698 Sell
13
-37
-74% -$1.99K ﹤0.01% 1730
2023
Q4 		$2.67K Hold
50
– – ﹤0.01% 1311
2023
Q3 		$2.48K Buy
50
+19
+61% +$1.06K ﹤0.01% 1279
2023
Q2 		$1.85K Buy
31
+19
+158% +$1.08K ﹤0.01% 1413
2023
Q1 		$680 Sell
12
-32
-73% -$2.05K ﹤0.01% 1671
2022
Q4 		$3.27K Buy
44
+3
+7% +$204 ﹤0.01% 1171
2022
Q3 		$2K Buy
41
+34
+486% +$2.05K ﹤0.01% 1326
2022
Q2 		$0 Sell
7
-24
-77% -$1.58K ﹤0.01% 1811
2022
Q1 		$2K Buy
31
+19
+158% +$1.32K ﹤0.01% 1411
2021
Q4 		$1K Buy
+12
New +$871 ﹤0.01% 1372
2018
Q2 		– Sell
-178
Closed -$9K – 501
2018
Q1 		$9K Hold
178
– – ﹤0.01% 372
2017
Q4 		$7K Buy
+178
New +$6.23K ﹤0.01% 399

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

JFS Wealth Advisors's GMED Position: Q2 2026 in Review

JFS Wealth Advisors increased its Globus Medical (GMED) stake by 6.3% in Q2 2026, buying an estimated $425 and bringing the position to 85 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

JFS Wealth Advisors first reported a position in GMED in Q4 2017 and has held it in 21 quarters since. The position peaked at $9K in Q1 2018. 596 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • JFS Wealth Advisors held 85 shares of Globus Medical worth $6.72K as of Q2 2026.
  • JFS Wealth Advisors bought 5 Globus Medical shares in Q2 2026, an estimated $425.
  • Globus Medical made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1165 holding.
  • JFS Wealth Advisors first reported a position in Globus Medical in Q4 2017 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Globus Medical position peaked at $9K in Q1 2018.
  • 596 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.