Summit Financial’s Globus Medical GMED Stock Holding History

Summit Financial’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
2025 Q2	–	Sell	-97,987	Closed	-$7.17M	–	824
2025 Q1	$7.17M	Buy	+97,987	New	+$8.1M	0.2%	98

Other funds holding GMED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Summit Financial's GMED Position: Q2 2025 in Review

Summit Financial sold out of Globus Medical (GMED) in Q2 2025, closing a stake of 97,987 shares — an estimated $7.17M sold.

Summit Financial first reported a position in GMED in Q1 2025 and held it in 1 quarter. The position peaked at $7.17M in Q1 2025. 480 funds tracked by Wall St. Rank hold GMED as of Q2 2025.

Summit Financial reported no remaining Globus Medical position as of Q2 2025 after selling out during the quarter.
Summit Financial sold 97,987 Globus Medical shares in Q2 2025, an estimated $7.17M.
Summit Financial first reported a position in Globus Medical in Q1 2025 and held it in 1 quarter.
Summit Financial's Globus Medical position peaked at $7.17M in Q1 2025.
480 funds tracked by Wall St. Rank held Globus Medical as of Q2 2025.

Based on Summit Financial's 13F filing for Q2 2025, filed 13 Aug 2025.