Montag & Associates’s Globus Medical GMED Stock Holding History

Montag & Associates’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	$1.62K	Hold	20	–	–	﹤0.01%	885
2026 Q1	$1.73K	Sell	20 -3	-13%	-$269	﹤0.01%	856
2025 Q4	$2.02K	Sell	23 -5	-18%	-$380	﹤0.01%	866
2025 Q3	$1.62K	Hold	28	–	–	﹤0.01%	947
2025 Q2	$1.67K	Hold	28	–	–	﹤0.01%	869
2025 Q1	$2.07K	Buy	28 +4	+17%	+$331	﹤0.01%	891
2024 Q4	$1.99K	Hold	24	–	–	﹤0.01%	885
2024 Q3	$1.68K	Buy	24 +3	+14%	+$212	﹤0.01%	932
2024 Q2	$1.47K	Hold	21	–	–	﹤0.01%	894
2024 Q1	$1.15K	Buy	+21	New	+$1.13K	﹤0.01%	913

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 $3.38T AUM 44.17% 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

Montag & Associates's GMED Position: Q2 2026 in Review

Montag & Associates held its Globus Medical (GMED) position steady in Q2 2026 at 20 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Montag & Associates first reported a position in GMED in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.07K in Q1 2025. 601 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

Montag & Associates held 20 shares of Globus Medical worth $1.62K as of Q2 2026.
Montag & Associates left its Globus Medical share count unchanged in Q2 2026.
Globus Medical made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #885 holding.
Montag & Associates first reported a position in Globus Medical in Q1 2024 and has held it in 10 quarters since.
Montag & Associates's Globus Medical position peaked at $2.07K in Q1 2025.
601 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.