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O'Shaughnessy Asset Management’s Globus Medical GMED Stock Holding History

O'Shaughnessy Asset Management’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 		$541K Sell
6,852
-4,536
-40% -$386K ﹤0.01% 1565
2026
Q1 		$981K Buy
11,388
+1,102
+11% +$98.9K ﹤0.01% 1197
2025
Q4 		$898K Buy
10,286
+1,427
+16% +$108K 0.01% 1199
2025
Q3 		$507K Sell
8,859
-3,269
-27% -$188K ﹤0.01% 1477
2025
Q2 		$716K Sell
12,128
-10,177
-46% -$658K ﹤0.01% 1203
2025
Q1 		$1.63M Buy
22,305
+3,482
+18% +$288K 0.01% 768
2024
Q4 		$1.56M Buy
18,823
+14,000
+290% +$1.1M 0.01% 755
2024
Q3 		$343K Buy
+4,823
New +$340K ﹤0.01% 1406
2021
Q4 		– Sell
-236
Closed -$18K – 1724
2021
Q3 		$18K Buy
236
+210
+808% +$16.9K ﹤0.01% 1977
2021
Q2 		$2K Hold
26
– – ﹤0.01% 2297
2021
Q1 		$2K Buy
26
+10
+63% +$633 ﹤0.01% 2071
2020
Q4 		$1K Sell
16
-1,397
-99% -$80.3K ﹤0.01% 1931
2020
Q3 		$70K Hold
1,413
– – ﹤0.01% 1004
2020
Q2 		$68K Buy
1,413
+16
+1% +$772 ﹤0.01% 941
2020
Q1 		$60K Buy
1,397
+1,274
+1,036% +$62.9K ﹤0.01% 743
2019
Q4 		$7K Buy
+123
New +$6.68K ﹤0.01% 1377
2018
Q4 		– Sell
-4,471
Closed -$251K – 960
2018
Q3 		$251K Hold
4,471
– – 0.01% 506
2018
Q2 		$224K Hold
4,471
– – ﹤0.01% 516
2018
Q1 		$223K Hold
4,471
– – ﹤0.01% 493
2017
Q4 		$184K Buy
+4,471
New +$157K ﹤0.01% 553

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

O'Shaughnessy Asset Management's GMED Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Globus Medical (GMED) stake by 40% in Q2 2026, selling an estimated $386K and leaving 6,852 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

O'Shaughnessy Asset Management first reported a position in GMED in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.63M in Q1 2025. 601 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • O'Shaughnessy Asset Management held 6,852 shares of Globus Medical worth $541K as of Q2 2026.
  • O'Shaughnessy Asset Management sold 4,536 Globus Medical shares in Q2 2026, an estimated $386K.
  • Globus Medical made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1565 holding.
  • O'Shaughnessy Asset Management first reported a position in Globus Medical in Q4 2017 and has held it in 20 quarters since.
  • O'Shaughnessy Asset Management's Globus Medical position peaked at $1.63M in Q1 2025.
  • 601 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.