MC
GMED icon

Montag & Caldwell’s Globus Medical GMED Stock Holding History

Montag & Caldwell’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
2025
Q2 		$914K Buy
15,480
+6,379
+70% +$412K 0.2% 56
2025
Q1 		$666K Hold
9,101
– – 0.15% 61
2024
Q4 		$753K Sell
9,101
-13
-0.1% -$1.02K 0.16% 60
2024
Q3 		$652K Sell
9,114
-10,260
-53% -$724K 0.13% 62
2024
Q2 		$1.33M Buy
19,374
+4,528
+30% +$271K 0.27% 39
2024
Q1 		$796K Buy
+14,846
New +$798K 0.14% 54

Other funds holding GMED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Montag & Caldwell's GMED Position: Q2 2025 in Review

Montag & Caldwell increased its Globus Medical (GMED) stake by 70% in Q2 2025, buying an estimated $412K and bringing the position to 15,480 shares worth $914K. The position accounts for 0.2% of the portfolio, ranked #56.

Montag & Caldwell first reported a position in GMED in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.33M in Q2 2024. 480 funds tracked by Wall St. Rank hold GMED as of Q2 2025.

  • Montag & Caldwell held 15,480 shares of Globus Medical worth $914K as of Q2 2025.
  • Montag & Caldwell bought 6,379 Globus Medical shares in Q2 2025, an estimated $412K.
  • Globus Medical made up 0.2% of Montag & Caldwell's portfolio in Q2 2025, its #56 holding.
  • Montag & Caldwell first reported a position in Globus Medical in Q1 2024 and has held it in 6 quarters since.
  • Montag & Caldwell's Globus Medical position peaked at $1.33M in Q2 2024.
  • 480 funds tracked by Wall St. Rank held Globus Medical as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.