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Sterling Investment Advisors (Pennsylvania)’s Globus Medical GMED Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$11.4M Hold
144,023
– – 1.9% 10
2026
Q1 		$12.4M Hold
144,023
– – 2.25% 9
2025
Q4 		$12.6M Sell
144,023
-13,000
-8% -$987K 2.32% 8
2025
Q3 		$8.99M Hold
157,023
– – 1.75% 14
2025
Q2 		$9.27M Buy
157,023
+800
+0.5% +$51.7K 2.03% 10
2025
Q1 		$11.4M Hold
156,223
– – 2.75% 4
2024
Q4 		$12.9M Sell
156,223
-23,000
-13% -$1.81M 3.13% 4
2024
Q3 		$12.8M Hold
179,223
– – 3.25% 3
2024
Q2 		$12.3M Hold
179,223
– – 3.32% 3
2024
Q1 		$9.61M Sell
179,223
-400
-0.2% -$21.5K 2.7% 5
2023
Q4 		$9.57M Buy
179,623
+5,400
+3% +$263K 2.98% 3
2023
Q3 		$8.65M Hold
174,223
– – 3.02% 4
2023
Q2 		$10.4M Buy
174,223
+4,200
+2% +$239K 3.43% 3
2023
Q1 		$9.63M Buy
170,023
+3,000
+2% +$192K 3.25% 3
2022
Q4 		$12.4M Sell
167,023
-18,350
-10% -$1.25M 4.44% 2
2022
Q3 		$11M Sell
185,373
-12,500
-6% -$753K 4.14% 2
2022
Q2 		$11.1M Buy
197,873
+7,750
+4% +$509K 3.82% 2
2022
Q1 		$14M Buy
190,123
+2,000
+1% +$139K 3.98% 2
2021
Q4 		$13.6M Hold
188,123
– – 3.82% 2
2021
Q3 		$14.4M Hold
188,123
– – 4.29% 2
2021
Q2 		$14.6M Sell
188,123
-26,500
-12% -$1.88M 4.27% 2
2021
Q1 		$13.2M Sell
214,623
-20,000
-9% -$1.27M 4.27% 2
2020
Q4 		$15.3M Sell
234,623
-20,000
-8% -$1.15M 5.2% 2
2020
Q3 		$12.6M Buy
254,623
+700
+0.3% +$36.1K 4.86% 2
2020
Q2 		$12.1M Sell
253,923
-14,600
-5% -$704K 5.02% 2
2020
Q1 		$11.4M Buy
268,523
+800
+0.3% +$39.5K 6.03% 2
2019
Q4 		$15.8M Sell
267,723
-10,000
-4% -$543K 7.24% 1
2019
Q3 		$14.2M Sell
277,723
-50,000
-15% -$2.38M 7.25% 1
2019
Q2 		$13.9M Buy
327,723
+201,195
+159% +$8.74M 7.09% 1
2019
Q1 		$6.25M Hold
126,528
– – 3.19% 4
2018
Q4 		$5.48M Hold
126,528
– – 3.22% 4
2018
Q3 		$7.18M Sell
126,528
-10,000
-7% -$526K 3.77% 3
2018
Q2 		$6.89M Sell
136,528
-25,000
-15% -$1.3M 4.07% 2
2018
Q1 		$8.05M Hold
161,528
– – 4.94% 2
2017
Q4 		$6.64M Sell
161,528
-5,000
-3% -$175K 4.12% 2
2017
Q3 		$4.95M Hold
166,528
– – 3.28% 4
2017
Q2 		$5.52M Hold
166,528
– – 3.68% 3
2017
Q1 		$4.93M Sell
166,528
-20,613
-11% -$563K 3.55% 4
2016
Q4 		$4.64M Buy
+187,141
New +$4.25M 3.72% 4

Other funds holding GMED

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s GMED Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its Globus Medical (GMED) position steady in Q2 2026 at 144,023 shares worth $11.4M. The position accounts for 1.9% of the portfolio, ranked #10.

Sterling Investment Advisors (Pennsylvania) first reported a position in GMED in Q4 2016 and has held it in 39 quarters since. The position peaked at $15.8M in Q4 2019. 213 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 144,023 shares of Globus Medical worth $11.4M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) left its Globus Medical share count unchanged in Q2 2026.
  • Globus Medical made up 1.9% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #10 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Globus Medical in Q4 2016 and has held it in 39 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Globus Medical position peaked at $15.8M in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.