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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
Q2 		$1.26K Buy
16
+3
+23% +$255 ﹤0.01% 1523
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
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 $3.38T AUM 44.17% 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

SHP Wealth Management's GMED Position: Q2 2026 in Review

SHP Wealth Management increased its Globus Medical (GMED) stake by 23% in Q2 2026, buying an estimated $255 and bringing the position to 16 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

SHP Wealth Management first reported a position in GMED in Q4 2025 and has held it in 3 quarters since. 601 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • SHP Wealth Management held 16 shares of Globus Medical worth $1.26K as of Q2 2026.
  • SHP Wealth Management bought 3 Globus Medical shares in Q2 2026, an estimated $255.
  • Globus Medical made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1523 holding.
  • SHP Wealth Management first reported a position in Globus Medical in Q4 2025 and has held it in 3 quarters since.
  • 601 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.