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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
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 $6.73T 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

Root Financial Partners's GMED Position: Q2 2026 in Review

Root Financial Partners sold out of Globus Medical (GMED) in Q2 2026, closing a stake of 779 shares — an estimated $67.1K sold.

Root Financial Partners first reported a position in GMED in Q3 2025 and held it in 3 quarters. The position peaked at $67.1K in Q1 2026. 600 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Root Financial Partners reported no remaining Globus Medical position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 779 Globus Medical shares in Q2 2026, an estimated $67.1K.
  • Root Financial Partners first reported a position in Globus Medical in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Globus Medical position peaked at $67.1K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.