MWPCG
GMED icon

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
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 $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

Measured Wealth Private Client Group's GMED Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Globus Medical (GMED) stake by 15% in Q1 2026, selling an estimated $12K and leaving 749 shares worth $64.5K. The position accounts for 0.02% of the portfolio, ranked #266.

Measured Wealth Private Client Group first reported a position in GMED in Q3 2025 and has held it in 3 quarters since. The position peaked at $77.1K in Q4 2025. 602 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

  • Measured Wealth Private Client Group held 749 shares of Globus Medical worth $64.5K as of Q1 2026.
  • Measured Wealth Private Client Group sold 134 Globus Medical shares in Q1 2026, an estimated $12K.
  • Globus Medical made up 0.02% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #266 holding.
  • Measured Wealth Private Client Group first reported a position in Globus Medical in Q3 2025 and has held it in 3 quarters since.
  • Measured Wealth Private Client Group's Globus Medical position peaked at $77.1K in Q4 2025.
  • 602 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.