LRI Investments’s Globus Medical GMED Stock Holding History

LRI Investments’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	$79.3K	Buy	1,004 +4	+0.4%	+$340	0.01%	482
2026 Q1	$86.2K	Hold	1,000	–	–	0.01%	436
2025 Q4	$87.3K	Hold	1,000	–	–	0.01%	444
2025 Q3	$57.3K	Buy	+1,000	New	+$57.6K	﹤0.01%	527
2024 Q3	–	Sell	-75	Closed	-$5.11K	–	1172
2024 Q2	$5.11K	Buy	+75	New	+$4.48K	﹤0.01%	892

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

LRI Investments's GMED Position: Q2 2026 in Review

LRI Investments increased its Globus Medical (GMED) stake by 0.4% in Q2 2026, buying an estimated $340 and bringing the position to 1,004 shares worth $79.3K. The position accounts for 0.01% of the portfolio, ranked #482.

LRI Investments first reported a position in GMED in Q2 2024 and has held it in 5 quarters since. The position peaked at $87.3K in Q4 2025. 601 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

LRI Investments held 1,004 shares of Globus Medical worth $79.3K as of Q2 2026.
LRI Investments bought 4 Globus Medical shares in Q2 2026, an estimated $340.
Globus Medical made up 0.01% of LRI Investments's portfolio in Q2 2026, its #482 holding.
LRI Investments first reported a position in Globus Medical in Q2 2024 and has held it in 5 quarters since.
LRI Investments's Globus Medical position peaked at $87.3K in Q4 2025.
601 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.