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Summit Trail Advisors’s Globus Medical GMED Stock Holding History

Summit Trail Advisors’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 		$1.54M Buy
19,482
+4,860
+33% +$413K 0.02% 778
2026
Q1 		$1.26M Buy
14,622
+7,098
+94% +$637K 0.02% 822
2025
Q4 		$657K Sell
7,524
-1,134
-13% -$86.1K 0.01% 1001
2025
Q3 		$496K Buy
+8,658
New +$499K 0.01% 1082

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 $3.37T AUM 44.26% 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

Summit Trail Advisors's GMED Position: Q2 2026 in Review

Summit Trail Advisors increased its Globus Medical (GMED) stake by 33% in Q2 2026, buying an estimated $413K and bringing the position to 19,482 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #778.

Summit Trail Advisors first reported a position in GMED in Q3 2025 and has held it in 4 quarters since. 599 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Summit Trail Advisors held 19,482 shares of Globus Medical worth $1.54M as of Q2 2026.
  • Summit Trail Advisors bought 4,860 Globus Medical shares in Q2 2026, an estimated $413K.
  • Globus Medical made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #778 holding.
  • Summit Trail Advisors first reported a position in Globus Medical in Q3 2025 and has held it in 4 quarters since.
  • 599 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.