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 Q2	$379K	Sell	4,794 -36	-0.7%	-$3.06K	0.03%	149
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 $6.73T AUM 46.02% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Weatherly Asset Management's GMED Position: Q2 2026 in Review

Weatherly Asset Management reduced its Globus Medical (GMED) stake by 0.75% in Q2 2026, selling an estimated $3.06K and leaving 4,794 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #149.

Weatherly Asset Management first reported a position in GMED in Q3 2023 and has held it in 12 quarters since. The position peaked at $426K in Q4 2024. 599 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

Weatherly Asset Management held 4,794 shares of Globus Medical worth $379K as of Q2 2026.
Weatherly Asset Management sold 36 Globus Medical shares in Q2 2026, an estimated $3.06K.
Globus Medical made up 0.03% of Weatherly Asset Management's portfolio in Q2 2026, its #149 holding.
Weatherly Asset Management first reported a position in Globus Medical in Q3 2023 and has held it in 12 quarters since.
Weatherly Asset Management's Globus Medical position peaked at $426K in Q4 2024.
599 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

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