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Mark Sheptoff Financial Planning’s Globus Medical GMED Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-1,675
Closed -$151K – 522
2026
Q1 		$151K Buy
1,675
+775
+86% +$69.6K 0.08% 111
2025
Q4 		$78.6K Buy
+900
New +$68.3K 0.04% 167

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

Mark Sheptoff Financial Planning's GMED Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of Globus Medical (GMED) in Q2 2026, closing a stake of 1,675 shares — an estimated $151K sold.

Mark Sheptoff Financial Planning first reported a position in GMED in Q4 2025 and held it in 2 quarters. The position peaked at $151K in Q1 2026. 599 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Mark Sheptoff Financial Planning reported no remaining Globus Medical position as of Q2 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,675 Globus Medical shares in Q2 2026, an estimated $151K.
  • Mark Sheptoff Financial Planning first reported a position in Globus Medical in Q4 2025 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Globus Medical position peaked at $151K in Q1 2026.
  • 599 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.