Mindset Wealth Management’s Globus Medical GMED Stock Holding History

Mindset Wealth Management’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	$823K	Sell	10,415 -100	-1%	-$8.5K	0.16%	68
2026 Q1	$906K	Sell	10,515 -200	-2%	-$18K	0.24%	53
2025 Q4	$936K	Buy	10,715 +200	+2%	+$15.2K	0.25%	43
2025 Q3	$602K	Hold	10,515	–	–	0.16%	65
2025 Q2	$621K	Hold	10,515	–	–	0.2%	59
2025 Q1	$770K	Hold	10,515	–	–	0.3%	31
2024 Q4	$870K	Hold	10,515	–	–	0.32%	24
2024 Q3	$752K	Buy	+10,515	New	+$742K	0.31%	27

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

Mindset Wealth Management's GMED Position: Q2 2026 in Review

Mindset Wealth Management reduced its Globus Medical (GMED) stake by 0.95% in Q2 2026, selling an estimated $8.5K and leaving 10,415 shares worth $823K. The position accounts for 0.16% of the portfolio, ranked #68.

Mindset Wealth Management first reported a position in GMED in Q3 2024 and has held it in 8 quarters since. The position peaked at $936K in Q4 2025. 599 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

Mindset Wealth Management held 10,415 shares of Globus Medical worth $823K as of Q2 2026.
Mindset Wealth Management sold 100 Globus Medical shares in Q2 2026, an estimated $8.5K.
Globus Medical made up 0.16% of Mindset Wealth Management's portfolio in Q2 2026, its #68 holding.
Mindset Wealth Management first reported a position in Globus Medical in Q3 2024 and has held it in 8 quarters since.
Mindset Wealth Management's Globus Medical position peaked at $936K in Q4 2025.
599 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.