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Pinnacle Wealth Planning Services’s Globus Medical GMED Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.74K Buy
22
+10
+83% +$850 ﹤0.01% 2497
2026
Q1 		$1.03K Buy
12
+8
+200% +$718 ﹤0.01% 2548
2025
Q4 		$349 Buy
+4
New +$304 ﹤0.01% 2675

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

Pinnacle Wealth Planning Services's GMED Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Globus Medical (GMED) stake by 83% in Q2 2026, buying an estimated $850 and bringing the position to 22 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

Pinnacle Wealth Planning Services first reported a position in GMED in Q4 2025 and has held it in 3 quarters since. 596 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Pinnacle Wealth Planning Services held 22 shares of Globus Medical worth $1.74K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 10 Globus Medical shares in Q2 2026, an estimated $850.
  • Globus Medical made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2497 holding.
  • Pinnacle Wealth Planning Services first reported a position in Globus Medical in Q4 2025 and has held it in 3 quarters since.
  • 596 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.