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Measured Wealth Private Client Group’s Globus Medical GMED Stock Holding History

Measured Wealth Private Client Group’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 		$62K Buy
785
+36
+5% +$3.06K 0.02% 294
2026
Q1 		$64.5K Sell
749
-134
-15% -$12K 0.02% 266
2025
Q4 		$77.1K Sell
883
-54
-6% -$4.1K 0.02% 267
2025
Q3 		$53.7K Buy
+937
New +$54K 0.01% 293

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

Measured Wealth Private Client Group's GMED Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Globus Medical (GMED) stake by 4.8% in Q2 2026, buying an estimated $3.06K and bringing the position to 785 shares worth $62K. The position accounts for 0.02% of the portfolio, ranked #294.

Measured Wealth Private Client Group first reported a position in GMED in Q3 2025 and has held it in 4 quarters since. The position peaked at $77.1K in Q4 2025. 599 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Measured Wealth Private Client Group held 785 shares of Globus Medical worth $62K as of Q2 2026.
  • Measured Wealth Private Client Group bought 36 Globus Medical shares in Q2 2026, an estimated $3.06K.
  • Globus Medical made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #294 holding.
  • Measured Wealth Private Client Group first reported a position in Globus Medical in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Globus Medical position peaked at $77.1K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.