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Private Wealth Management Group’s Globus Medical GMED Stock Holding History

Private Wealth Management Group’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 		$10.1K Hold
128
– – ﹤0.01% 577
2026
Q1 		$11K Hold
128
– – ﹤0.01% 495
2025
Q4 		$11.2K Sell
128
-9
-7% -$683 ﹤0.01% 479
2025
Q3 		$7.85K Buy
137
+61
+80% +$3.51K ﹤0.01% 610
2025
Q2 		$4.49K Sell
76
-42
-36% -$2.71K ﹤0.01% 806
2025
Q1 		$8.64K Hold
118
– – ﹤0.01% 521
2024
Q4 		$9.76K Hold
118
– – ﹤0.01% 480
2024
Q3 		$8.44K Hold
118
– – ﹤0.01% 507
2024
Q2 		$8.08K Buy
118
+52
+79% +$3.11K ﹤0.01% 509
2024
Q1 		$3.54K Hold
66
– – ﹤0.01% 749
2023
Q4 		$3.52K Buy
+66
New +$3.22K ﹤0.01% 746

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

Private Wealth Management Group's GMED Position: Q2 2026 in Review

Private Wealth Management Group held its Globus Medical (GMED) position steady in Q2 2026 at 128 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Private Wealth Management Group first reported a position in GMED in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.2K in Q4 2025. 596 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Private Wealth Management Group held 128 shares of Globus Medical worth $10.1K as of Q2 2026.
  • Private Wealth Management Group left its Globus Medical share count unchanged in Q2 2026.
  • Globus Medical made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #577 holding.
  • Private Wealth Management Group first reported a position in Globus Medical in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Globus Medical position peaked at $11.2K in Q4 2025.
  • 596 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.