Oak Thistle LLC’s Globus Medical GMED Stock Holding History

Oak Thistle LLC’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 Q1	$3.93M	Buy	+45,589	New	+$4.09M	0.38%	67
2025 Q3	–	Sell	-27,791	Closed	-$1.64M	–	532
2025 Q2	$1.64M	Buy	+27,791	New	+$1.8M	0.24%	150
2025 Q1	–	Sell	-4,547	Closed	-$376K	–	482
2024 Q4	$376K	Buy	+4,547	New	+$359K	0.11%	298
2024 Q2	–	Sell	-7,440	Closed	-$399K	–	354
2024 Q1	$399K	Sell	7,440 -8,597	-54%	-$462K	0.36%	112
2023 Q4	$855K	Buy	16,037 +7,196	+81%	+$351K	0.25%	166
2023 Q3	$439K	Buy	8,841 +3,789	+75%	+$212K	0.13%	325
2023 Q2	$301K	Sell	5,052 -79	-2%	-$4.5K	0.16%	250
2023 Q1	$291K	Buy	+5,131	New	+$329K	0.17%	269
2022 Q3	–	Sell	-4,686	Closed	-$263K	–	165
2022 Q2	$263K	Buy	+4,686	New	+$308K	0.51%	90

Other funds holding GMED

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return