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Physician Wealth Advisors’s Globus Medical GMED Stock Holding History

Physician Wealth 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
Q1 		$1.9K Buy
22
+10
+83% +$898 ﹤0.01% 1380
2025
Q4 		$1.05K Sell
12
-11
-48% -$835 ﹤0.01% 1600
2025
Q3 		$1.32K Buy
+23
New +$1.32K ﹤0.01% 1417

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

Physician Wealth Advisors's GMED Position: Q1 2026 in Review

Physician Wealth Advisors increased its Globus Medical (GMED) stake by 83% in Q1 2026, buying an estimated $898 and bringing the position to 22 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Physician Wealth Advisors first reported a position in GMED in Q3 2025 and has held it in 3 quarters since. 602 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

  • Physician Wealth Advisors held 22 shares of Globus Medical worth $1.9K as of Q1 2026.
  • Physician Wealth Advisors bought 10 Globus Medical shares in Q1 2026, an estimated $898.
  • Globus Medical made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1380 holding.
  • Physician Wealth Advisors first reported a position in Globus Medical in Q3 2025 and has held it in 3 quarters since.
  • 602 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.