Okabena Investment Services’s Globus Medical GMED Stock Holding History

Okabena Investment Services’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	–	Sell	-9,788	Closed	-$843K	–	148
2026 Q1	$843K	Buy	9,788 +385	+4%	+$34.6K	0.16%	83
2025 Q4	$821K	Buy	+9,403	New	+$714K	0.16%	92
2025 Q1	–	Sell	-7,788	Closed	-$644K	–	130
2024 Q4	$644K	Buy	+7,788	New	+$614K	0.18%	83

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

Okabena Investment Services's GMED Position: Q2 2026 in Review

Okabena Investment Services sold out of Globus Medical (GMED) in Q2 2026, closing a stake of 9,788 shares — an estimated $843K sold.

Okabena Investment Services first reported a position in GMED in Q4 2024 and held it in 3 quarters. The position peaked at $843K in Q1 2026. 601 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

Okabena Investment Services reported no remaining Globus Medical position as of Q2 2026 after selling out during the quarter.
Okabena Investment Services sold 9,788 Globus Medical shares in Q2 2026, an estimated $843K.
Okabena Investment Services first reported a position in Globus Medical in Q4 2024 and held it in 3 quarters.
Okabena Investment Services's Globus Medical position peaked at $843K in Q1 2026.
601 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.