Weatherly Asset Management’s Globus Medical GMED Stock Holding History

Weatherly Asset 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 Q1	$416K	Sell	4,830 -37	-0.8%	-$3.32K	0.03%	143
2025 Q4	$425K	Sell	4,867 -55	-1%	-$4.17K	0.03%	142
2025 Q3	$282K	Sell	4,922 -205	-4%	-$11.8K	0.02%	162
2025 Q2	$303K	Hold	5,127	–	–	0.03%	152
2025 Q1	$375K	Sell	5,127 -18	-0.3%	-$1.49K	0.03%	143
2024 Q4	$426K	Sell	5,145 -18	-0.3%	-$1.42K	0.04%	139
2024 Q3	$369K	Sell	5,163 -570	-10%	-$40.2K	0.03%	145
2024 Q2	$393K	Sell	5,733 -216	-4%	-$12.9K	0.04%	135
2024 Q1	$319K	Sell	5,949 -532	-8%	-$28.6K	0.03%	148
2023 Q4	$345K	Sell	6,481 -212	-3%	-$10.3K	0.04%	142
2023 Q3	$332K	Buy	+6,693	New	+$374K	0.04%	143

Other funds holding GMED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Weatherly Asset Management's GMED Position: Q1 2026 in Review

Weatherly Asset Management reduced its Globus Medical (GMED) stake by 0.76% in Q1 2026, selling an estimated $3.32K and leaving 4,830 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #143.

Weatherly Asset Management first reported a position in GMED in Q3 2023 and has held it in 11 quarters since. The position peaked at $426K in Q4 2024. 602 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

Weatherly Asset Management held 4,830 shares of Globus Medical worth $416K as of Q1 2026.
Weatherly Asset Management sold 37 Globus Medical shares in Q1 2026, an estimated $3.32K.
Globus Medical made up 0.03% of Weatherly Asset Management's portfolio in Q1 2026, its #143 holding.
Weatherly Asset Management first reported a position in Globus Medical in Q3 2023 and has held it in 11 quarters since.
Weatherly Asset Management's Globus Medical position peaked at $426K in Q4 2024.
602 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Weatherly Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.