Legacy Advisors’s Globus Medical GMED Stock Holding History

Legacy 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
2025 Q2	–	Sell	-4,628	Closed	-$339K	–	170
2025 Q1	$339K	Buy	+4,628	New	+$382K	0.03%	307

Other funds holding GMED

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Legacy Advisors's GMED Position: Q2 2025 in Review

Legacy Advisors sold out of Globus Medical (GMED) in Q2 2025, closing a stake of 4,628 shares — an estimated $339K sold.

Legacy Advisors first reported a position in GMED in Q1 2025 and held it in 1 quarter. The position peaked at $339K in Q1 2025. 480 funds tracked by Wall St. Rank hold GMED as of Q2 2025.

Legacy Advisors reported no remaining Globus Medical position as of Q2 2025 after selling out during the quarter.
Legacy Advisors sold 4,628 Globus Medical shares in Q2 2025, an estimated $339K.
Legacy Advisors first reported a position in Globus Medical in Q1 2025 and held it in 1 quarter.
Legacy Advisors's Globus Medical position peaked at $339K in Q1 2025.
480 funds tracked by Wall St. Rank held Globus Medical as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.