PWA
GMED icon

Principia Wealth Advisory’s Globus Medical GMED Stock Holding History

Principia Wealth Advisory’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 		$237 Sell
3
-2
-40% -$170 ﹤0.01% 986
2026
Q1 		$431 Buy
+5
New +$449 ﹤0.01% 870

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

Principia Wealth Advisory's GMED Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Globus Medical (GMED) stake by 40% in Q2 2026, selling an estimated $170 and leaving 3 shares worth $237. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Principia Wealth Advisory first reported a position in GMED in Q1 2026 and has held it in 2 quarters since. The position peaked at $431 in Q1 2026. 596 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Principia Wealth Advisory held 3 shares of Globus Medical worth $237 as of Q2 2026.
  • Principia Wealth Advisory sold 2 Globus Medical shares in Q2 2026, an estimated $170.
  • Globus Medical made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #986 holding.
  • Principia Wealth Advisory first reported a position in Globus Medical in Q1 2026 and has held it in 2 quarters since.
  • Principia Wealth Advisory's Globus Medical position peaked at $431 in Q1 2026.
  • 596 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.