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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
Q2 		$400K Sell
5,068
-17
-0.3% -$1.45K 0.14% 210
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 $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 $3.37T AUM 44.26% 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

Optimize Financial's GMED Position: Q2 2026 in Review

Optimize Financial reduced its Globus Medical (GMED) stake by 0.33% in Q2 2026, selling an estimated $1.45K and leaving 5,068 shares worth $400K. The position accounts for 0.14% of the portfolio, ranked #210.

Optimize Financial first reported a position in GMED in Q3 2025 and has held it in 4 quarters since. The position peaked at $621K in Q4 2025. 599 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Optimize Financial held 5,068 shares of Globus Medical worth $400K as of Q2 2026.
  • Optimize Financial sold 17 Globus Medical shares in Q2 2026, an estimated $1.45K.
  • Globus Medical made up 0.14% of Optimize Financial's portfolio in Q2 2026, its #210 holding.
  • Optimize Financial first reported a position in Globus Medical in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's Globus Medical position peaked at $621K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.