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Optimize Financial’s Globus Medical GMED Stock Holding History

Optimize Financial’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 		$438K Sell
5,085
-2,025
-28% -$182K 0.22% 159
2025
Q4 		$621K Buy
7,110
+100
+1% +$7.59K 0.31% 81
2025
Q3 		$401K Buy
+7,010
New +$404K 0.21% 212

Other funds holding GMED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimize Financial's GMED Position: Q1 2026 in Review

Optimize Financial reduced its Globus Medical (GMED) stake by 28% in Q1 2026, selling an estimated $182K and leaving 5,085 shares worth $438K. The position accounts for 0.22% of the portfolio, ranked #159.

Optimize Financial first reported a position in GMED in Q3 2025 and has held it in 3 quarters since. The position peaked at $621K in Q4 2025. 602 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

  • Optimize Financial held 5,085 shares of Globus Medical worth $438K as of Q1 2026.
  • Optimize Financial sold 2,025 Globus Medical shares in Q1 2026, an estimated $182K.
  • Globus Medical made up 0.22% of Optimize Financial's portfolio in Q1 2026, its #159 holding.
  • Optimize Financial first reported a position in Globus Medical in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Globus Medical position peaked at $621K in Q4 2025.
  • 602 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.