Tortoise Investment Management’s Globus Medical GMED Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-2	Closed	-$115	–	721
2025 Q3	$115	Buy	+2	New	+$115	﹤0.01%	1358

Other funds holding GMED

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Tortoise Investment Management's GMED Position: Q4 2025 in Review

Tortoise Investment Management sold out of Globus Medical (GMED) in Q4 2025, closing a stake of 2 shares — an estimated $115 sold.

Tortoise Investment Management first reported a position in GMED in Q3 2025 and held it in 1 quarter. The position peaked at $115 in Q3 2025. 563 funds tracked by Wall St. Rank hold GMED as of Q4 2025.

Tortoise Investment Management reported no remaining Globus Medical position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 2 Globus Medical shares in Q4 2025, an estimated $115.
Tortoise Investment Management first reported a position in Globus Medical in Q3 2025 and held it in 1 quarter.
Tortoise Investment Management's Globus Medical position peaked at $115 in Q3 2025.
563 funds tracked by Wall St. Rank held Globus Medical as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.