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Wealthspire Advisors (New York)’s Globus Medical GMED Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-2,645
Closed -$231K – 998
2025
Q4 		$231K Buy
2,645
+271
+11% +$20.6K ﹤0.01% 911
2025
Q3 		$136K Buy
+2,374
New +$137K ﹤0.01% 914
2025
Q2 		– Sell
-2,816
Closed -$206K – 859
2025
Q1 		$206K Buy
2,816
+100
+4% +$8.26K ﹤0.01% 736
2024
Q4 		$225K Buy
+2,716
New +$214K ﹤0.01% 720

Other funds holding GMED

BlackRock
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Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s GMED Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Globus Medical (GMED) in Q1 2026, closing a stake of 2,645 shares — an estimated $231K sold.

Wealthspire Advisors (New York) first reported a position in GMED in Q4 2024 and held it in 4 quarters. The position peaked at $231K in Q4 2025. 610 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Globus Medical position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,645 Globus Medical shares in Q1 2026, an estimated $231K.
  • Wealthspire Advisors (New York) first reported a position in Globus Medical in Q4 2024 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Globus Medical position peaked at $231K in Q4 2025.
  • 610 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.