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Venturi Wealth Management’s Globus Medical GMED Stock Holding History

Venturi Wealth 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
2026
Q2 		$298K Buy
+3,767
New +$320K 0.01% 508
2025
Q1 		– Sell
-1,570
Closed -$130K – 1086
2024
Q4 		$130K Buy
+1,570
New +$124K 0.01% 668
2023
Q4 		– Sell
-132
Closed -$6.55K – 1373
2023
Q3 		$6.55K Buy
+132
New +$7.38K ﹤0.01% 901

Other funds holding GMED

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
AHIA
Andrew Hill Investment Advisors Naples, Florida $135M AUM 50.1% 1-Year Est. Return

Venturi Wealth Management's GMED Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in Globus Medical (GMED) in Q2 2026: 3,767 shares worth $298K. The stake represents 0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in GMED as recently as Q4 2024.

Venturi Wealth Management first reported a position in GMED in Q3 2023 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

  • Venturi Wealth Management held 3,767 shares of Globus Medical worth $298K as of Q2 2026.
  • Globus Medical was a new Venturi Wealth Management position in Q2 2026.
  • Globus Medical made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #508 holding.
  • Venturi Wealth Management first reported a position in Globus Medical in Q3 2023 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.