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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's GMED Position: Q1 2026 in Review

Root Financial Partners increased its Globus Medical (GMED) stake by 291% in Q1 2026, buying an estimated $52.1K and bringing the position to 779 shares worth $67.1K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Root Financial Partners first reported a position in GMED in Q3 2025 and has held it in 3 quarters since. 602 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

  • Root Financial Partners held 779 shares of Globus Medical worth $67.1K as of Q1 2026.
  • Root Financial Partners bought 580 Globus Medical shares in Q1 2026, an estimated $52.1K.
  • Globus Medical made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #731 holding.
  • Root Financial Partners first reported a position in Globus Medical in Q3 2025 and has held it in 3 quarters since.
  • 602 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.