Kestra Advisory Services’s Globus Medical GMED Stock Holding History

Kestra Advisory Services’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	$745K	Buy	8,644 +69	+0.8%	+$6.19K	﹤0.01%	1934
2025 Q4	$749K	Buy	8,575 +2,349	+38%	+$178K	﹤0.01%	1865
2025 Q3	$357K	Buy	6,226 +236	+4%	+$13.6K	﹤0.01%	2304
2025 Q2	$354K	Buy	+5,990	New	+$387K	﹤0.01%	2232
2023 Q1	–	Sell	-7,544	Closed	-$560K	–	2170
2022 Q4	$560K	Buy	7,544 +3,708	+97%	+$252K	0.01%	1346
2022 Q3	$229K	Sell	3,836 -973	-20%	-$58.6K	﹤0.01%	1778
2022 Q2	$270K	Buy	+4,809	New	+$316K	﹤0.01%	1691

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

Kestra Advisory Services's GMED Position: Q1 2026 in Review

Kestra Advisory Services increased its Globus Medical (GMED) stake by 0.8% in Q1 2026, buying an estimated $6.19K and bringing the position to 8,644 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Kestra Advisory Services first reported a position in GMED in Q2 2022 and has held it in 7 quarters since. The position peaked at $749K in Q4 2025. 602 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

Kestra Advisory Services held 8,644 shares of Globus Medical worth $745K as of Q1 2026.
Kestra Advisory Services bought 69 Globus Medical shares in Q1 2026, an estimated $6.19K.
Globus Medical made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1934 holding.
Kestra Advisory Services first reported a position in Globus Medical in Q2 2022 and has held it in 7 quarters since.
Kestra Advisory Services's Globus Medical position peaked at $749K in Q4 2025.
602 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.