Mount Yale Investment Advisors’s Globus Medical GMED Stock Holding History

Mount Yale Investment Advisors’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	$272K	Buy	+3,442	New	+$293K	0.01%	1016
2024 Q4	–	Sell	-12,533	Closed	-$897K	–	584
2024 Q3	$897K	Sell	12,533 -1,500	-11%	-$106K	0.09%	216
2024 Q2	$961K	Hold	14,033	–	–	0.08%	212
2024 Q1	$753K	Hold	14,033	–	–	0.06%	281
2023 Q4	$748K	Hold	14,033	–	–	0.07%	251
2023 Q3	$697K	Hold	14,033	–	–	0.08%	250
2023 Q2	$836K	Hold	14,033	–	–	0.09%	223
2023 Q1	$795K	Hold	14,033	–	–	0.09%	236
2022 Q4	$1.04M	Hold	14,033	–	–	0.12%	179
2022 Q3	$836K	Hold	14,033	–	–	0.11%	194
2022 Q2	$788K	Hold	14,033	–	–	0.1%	204
2022 Q1	$1.03M	Hold	14,033	–	–	0.11%	185
2021 Q4	$1.01M	Hold	14,033	–	–	0.11%	200
2021 Q3	$1.07M	Hold	14,033	–	–	0.12%	182
2021 Q2	$1.09M	Hold	14,033	–	–	0.13%	166
2021 Q1	$865K	Sell	14,033 -2,091	-13%	-$132K	0.11%	191
2020 Q4	$1.05M	Sell	16,124 -658	-4%	-$37.8K	0.15%	159
2020 Q3	$831K	Sell	16,782 -265	-2%	-$13.7K	0.12%	171
2020 Q2	$813K	Buy	17,047 +3,014	+21%	+$145K	0.15%	151
2020 Q1	$597K	Hold	14,033	–	–	0.13%	145
2019 Q4	$734K	Hold	14,033	–	–	0.13%	144
2019 Q3	$775K	Buy	+14,033	New	+$668K	0.14%	132
2018 Q4	–	Sell	-789	Closed	-$45K	–	496
2018 Q3	$45K	Sell	789 -88	-10%	-$4.63K	0.01%	619
2018 Q2	$44K	Sell	877 -2	-0.2%	-$104	0.01%	655
2018 Q1	$44K	Buy	+879	New	+$41.3K	0.01%	631

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

Mount Yale Investment Advisors's GMED Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Globus Medical (GMED) in Q2 2026: 3,442 shares worth $272K. The stake represents 0.01% of the portfolio and ranks #1016 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in GMED as recently as Q3 2024.

Mount Yale Investment Advisors first reported a position in GMED in Q1 2018 and has held it in 25 quarters since. The position peaked at $1.09M in Q2 2021. 601 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

Mount Yale Investment Advisors held 3,442 shares of Globus Medical worth $272K as of Q2 2026.
Globus Medical was a new Mount Yale Investment Advisors position in Q2 2026.
Globus Medical made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1016 holding.
Mount Yale Investment Advisors first reported a position in Globus Medical in Q1 2018 and has held it in 25 quarters since.
Mount Yale Investment Advisors's Globus Medical position peaked at $1.09M in Q2 2021.
601 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.