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Pension & Wealth Management Advisors’s Globus Medical GMED Stock Holding History

Pension & Wealth Management Advisors’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 		$171K Sell
2,163
-36
-2% -$3.06K 0.05% 189
2026
Q1 		$189K Sell
2,199
-1,246
-36% -$112K 0.06% 175
2025
Q4 		$301K Sell
3,445
-1,283
-27% -$97.4K 0.09% 137
2025
Q3 		$271K Buy
4,728
+1,106
+31% +$63.7K 0.09% 127
2025
Q2 		$214K Buy
+3,622
New +$234K 0.07% 134

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

Pension & Wealth Management Advisors's GMED Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Globus Medical (GMED) stake by 1.6% in Q2 2026, selling an estimated $3.06K and leaving 2,163 shares worth $171K. The position accounts for 0.05% of the portfolio, ranked #189.

Pension & Wealth Management Advisors first reported a position in GMED in Q2 2025 and has held it in 5 quarters since. The position peaked at $301K in Q4 2025. 566 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Pension & Wealth Management Advisors held 2,163 shares of Globus Medical worth $171K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 36 Globus Medical shares in Q2 2026, an estimated $3.06K.
  • Globus Medical made up 0.05% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #189 holding.
  • Pension & Wealth Management Advisors first reported a position in Globus Medical in Q2 2025 and has held it in 5 quarters since.
  • Pension & Wealth Management Advisors's Globus Medical position peaked at $301K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.