Xcel Wealth Management’s Globus Medical GMED Stock Holding History

Xcel 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	$880K	Sell	11,144 -2,267	-17%	-$193K	0.21%	82
2026 Q1	$1.16M	Sell	13,411 -32	-0.2%	-$2.87K	0.32%	63
2025 Q4	$1.17M	Sell	13,443 -200	-1%	-$15.2K	0.3%	68
2025 Q3	$781K	Hold	13,643	–	–	0.2%	78
2025 Q2	$805K	Sell	13,643 -60	-0.4%	-$3.88K	0.23%	73
2025 Q1	$1M	Sell	13,703 -126	-0.9%	-$10.4K	0.31%	63
2024 Q4	$1.14M	Sell	13,829 -20	-0.1%	-$1.58K	0.32%	58
2024 Q3	$991K	Buy	13,849 +75	+0.5%	+$5.29K	0.29%	62
2024 Q2	$943K	Buy	13,774 +1,914	+16%	+$114K	0.3%	61
2024 Q1	$636K	Buy	+11,860	New	+$638K	0.2%	73

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

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

Xcel Wealth Management reduced its Globus Medical (GMED) stake by 17% in Q2 2026, selling an estimated $193K and leaving 11,144 shares worth $880K. The position accounts for 0.21% of the portfolio, ranked #82.

Xcel Wealth Management first reported a position in GMED in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.17M in Q4 2025. 599 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

Xcel Wealth Management held 11,144 shares of Globus Medical worth $880K as of Q2 2026.
Xcel Wealth Management sold 2,267 Globus Medical shares in Q2 2026, an estimated $193K.
Globus Medical made up 0.21% of Xcel Wealth Management's portfolio in Q2 2026, its #82 holding.
Xcel Wealth Management first reported a position in Globus Medical in Q1 2024 and has held it in 10 quarters since.
Xcel Wealth Management's Globus Medical position peaked at $1.17M in Q4 2025.
599 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.