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SHP Wealth Management’s Globus Medical GMED Stock Holding History

SHP Wealth Management’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 		$1.12K Buy
13
+11
+550% +$987 ﹤0.01% 1429
2025
Q4 		$175 Buy
+2
New +$152 ﹤0.01% 1474

Other funds holding GMED

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 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

SHP Wealth Management's GMED Position: Q1 2026 in Review

SHP Wealth Management increased its Globus Medical (GMED) stake by 550% in Q1 2026, buying an estimated $987 and bringing the position to 13 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

SHP Wealth Management first reported a position in GMED in Q4 2025 and has held it in 2 quarters since. 605 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

  • SHP Wealth Management held 13 shares of Globus Medical worth $1.12K as of Q1 2026.
  • SHP Wealth Management bought 11 Globus Medical shares in Q1 2026, an estimated $987.
  • Globus Medical made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1429 holding.
  • SHP Wealth Management first reported a position in Globus Medical in Q4 2025 and has held it in 2 quarters since.
  • 605 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.