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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
2023
Q4 		– Sell
-10,000
Closed -$8.07K – 519
2023
Q3 		$8.07K Buy
+10,000
New +$559K ﹤0.01% 496

Other funds holding GMED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
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.