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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 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

Summit Trail Advisors's GMED Position: Q1 2026 in Review

Summit Trail Advisors increased its Globus Medical (GMED) stake by 94% in Q1 2026, buying an estimated $637K and bringing the position to 14,622 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #822.

Summit Trail Advisors first reported a position in GMED in Q3 2025 and has held it in 3 quarters since. 602 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

  • Summit Trail Advisors held 14,622 shares of Globus Medical worth $1.26M as of Q1 2026.
  • Summit Trail Advisors bought 7,098 Globus Medical shares in Q1 2026, an estimated $637K.
  • Globus Medical made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #822 holding.
  • Summit Trail Advisors first reported a position in Globus Medical in Q3 2025 and has held it in 3 quarters since.
  • 602 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.