Root Financial Partners
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Root Financial Partners’s Globus Medical GMED Stock Holding History

Root Financial Partners’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
Q3 		$28.9K Buy
+386
New +$30.6K ﹤0.01% 1361
2026
Q2 		– Sell
-779
Closed -$67.1K – 1530
2026
Q1 		$67.1K Buy
779
+580
+291% +$52.1K ﹤0.01% 731
2025
Q4 		$17.4K Buy
199
+67
+51% +$5.08K ﹤0.01% 1246
2025
Q3 		$7.56K Buy
+132
New +$7.6K ﹤0.01% 1562

Other funds holding GMED

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's GMED Position: Q3 2026 in Review

Root Financial Partners opened a new position in Globus Medical (GMED) in Q3 2026: 386 shares worth $28.9K. The stake represents ﹤0.01% of the portfolio and ranks #1361 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GMED as recently as Q1 2026.

Root Financial Partners first reported a position in GMED in Q3 2025 and has held it in 4 quarters since. The position peaked at $67.1K in Q1 2026. 512 funds tracked by Wall St. Rank hold GMED as of Q3 2026.

  • Root Financial Partners held 386 shares of Globus Medical worth $28.9K as of Q3 2026.
  • Globus Medical was a new Root Financial Partners position in Q3 2026.
  • Globus Medical made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1361 holding.
  • Root Financial Partners first reported a position in Globus Medical in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Globus Medical position peaked at $67.1K in Q1 2026.
  • 512 funds tracked by Wall St. Rank held Globus Medical as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.