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True Wealth Design’s Globus Medical GMED Stock Holding History

True Wealth Design’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 		$25.2K Buy
319
+60
+23% +$5.1K 0.01% 731
2026
Q1 		$22.3K Buy
259
+161
+164% +$14.5K 0.01% 672
2025
Q4 		$8.56K Buy
98
+15
+18% +$1.14K ﹤0.01% 914
2025
Q3 		$4.75K Buy
+83
New +$4.78K ﹤0.01% 1095
2025
Q2 		– Sell
-8
Closed -$586 – 2674
2025
Q1 		$586 Buy
+8
New +$661 ﹤0.01% 1485

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

True Wealth Design's GMED Position: Q2 2026 in Review

True Wealth Design increased its Globus Medical (GMED) stake by 23% in Q2 2026, buying an estimated $5.1K and bringing the position to 319 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #731.

True Wealth Design first reported a position in GMED in Q1 2025 and has held it in 5 quarters since. 597 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • True Wealth Design held 319 shares of Globus Medical worth $25.2K as of Q2 2026.
  • True Wealth Design bought 60 Globus Medical shares in Q2 2026, an estimated $5.1K.
  • Globus Medical made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #731 holding.
  • True Wealth Design first reported a position in Globus Medical in Q1 2025 and has held it in 5 quarters since.
  • 597 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.