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Legacy Capital Group California’s Globus Medical GMED Stock Holding History

Legacy Capital Group California’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 		$237K Sell
2,754
-1,336
-33% -$120K 0.09% 260
2025
Q4 		$357K Sell
4,090
-1,266
-24% -$96.1K 0.09% 268
2025
Q3 		$307K Sell
5,356
-1,140
-18% -$65.6K 0.08% 288
2025
Q2 		$383K Buy
6,496
+930
+17% +$60.1K 0.11% 220
2025
Q1 		$407K Buy
5,566
+691
+14% +$57.1K 0.14% 188
2024
Q4 		$403K Buy
4,875
+641
+15% +$50.6K 0.12% 205
2024
Q3 		$303K Buy
4,234
+1,221
+41% +$86.2K 0.1% 229
2024
Q2 		$206K Buy
+3,013
New +$180K 0.07% 288

Other funds holding GMED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Capital Group California's GMED Position: Q1 2026 in Review

Legacy Capital Group California reduced its Globus Medical (GMED) stake by 33% in Q1 2026, selling an estimated $120K and leaving 2,754 shares worth $237K. The position accounts for 0.09% of the portfolio, ranked #260.

Legacy Capital Group California first reported a position in GMED in Q2 2024 and has held it in 8 quarters since. The position peaked at $407K in Q1 2025. 602 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

  • Legacy Capital Group California held 2,754 shares of Globus Medical worth $237K as of Q1 2026.
  • Legacy Capital Group California sold 1,336 Globus Medical shares in Q1 2026, an estimated $120K.
  • Globus Medical made up 0.09% of Legacy Capital Group California's portfolio in Q1 2026, its #260 holding.
  • Legacy Capital Group California first reported a position in Globus Medical in Q2 2024 and has held it in 8 quarters since.
  • Legacy Capital Group California's Globus Medical position peaked at $407K in Q1 2025.
  • 602 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.