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Rothschild Investment LLC’s Globus Medical GMED Stock Holding History

Rothschild Investment LLC’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 		$905K Buy
10,499
+1,115
+12% +$100K 0.05% 288
2025
Q4 		$819K Buy
9,384
+51
+0.5% +$3.87K 0.05% 277
2025
Q3 		$535K Sell
9,333
-415
-4% -$23.9K 0.03% 332
2025
Q2 		$575K Hold
9,748
– – 0.04% 310
2025
Q1 		$714K Hold
9,748
– – 0.05% 275
2024
Q4 		$806K Hold
9,748
– – 0.05% 266
2024
Q3 		$697K Hold
9,748
– – 0.05% 293
2024
Q2 		$668K Buy
9,748
+5
+0.1% +$299 0.05% 290
2024
Q1 		$523K Buy
9,743
+9,429
+3,003% +$507K 0.04% 319
2023
Q4 		$16.7K Sell
314
-4,454
-93% -$217K ﹤0.01% 897
2023
Q3 		$236K Sell
4,768
-54
-1% -$3.02K 0.02% 419
2023
Q2 		$287K Buy
4,822
+29
+0.6% +$1.65K 0.02% 397
2023
Q1 		$272K Hold
4,793
– – 0.02% 403
2022
Q4 		$356K Buy
4,793
+180
+4% +$12.3K 0.03% 344
2022
Q3 		$275K Hold
4,613
– – 0.03% 377
2022
Q2 		$259K Hold
4,613
– – 0.02% 391
2022
Q1 		$341K Buy
4,613
+177
+4% +$12.3K 0.03% 371
2021
Q4 		$320K Buy
4,436
+42
+1% +$3.05K 0.02% 389
2021
Q3 		$337K Sell
4,394
-9
-0.2% -$723 0.03% 370
2021
Q2 		$341K Sell
4,403
-158
-3% -$11.2K 0.03% 378
2021
Q1 		$281K Buy
4,561
+547
+14% +$34.6K 0.02% 396
2020
Q4 		$262K Sell
4,014
-446
-10% -$25.6K 0.03% 378
2020
Q3 		$221K Buy
+4,460
New +$230K 0.02% 381
2020
Q2 		– Sell
-4,968
Closed -$211K – 433
2020
Q1 		$211K Buy
+4,968
New +$245K 0.03% 364

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

Rothschild Investment LLC's GMED Position: Q1 2026 in Review

Rothschild Investment LLC increased its Globus Medical (GMED) stake by 12% in Q1 2026, buying an estimated $100K and bringing the position to 10,499 shares worth $905K. The position accounts for 0.05% of the portfolio, ranked #288.

Rothschild Investment LLC first reported a position in GMED in Q1 2020 and has held it in 24 quarters since. 602 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

  • Rothschild Investment LLC held 10,499 shares of Globus Medical worth $905K as of Q1 2026.
  • Rothschild Investment LLC bought 1,115 Globus Medical shares in Q1 2026, an estimated $100K.
  • Globus Medical made up 0.05% of Rothschild Investment LLC's portfolio in Q1 2026, its #288 holding.
  • Rothschild Investment LLC first reported a position in Globus Medical in Q1 2020 and has held it in 24 quarters since.
  • 602 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.