Yorktown Management & Research Company’s Globus Medical GMED Stock Holding History

Yorktown Management & Research Company’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	$506K	Hold	6,400	–	–	0.31%	121
2026 Q1	$551K	Hold	6,400	–	–	0.46%	67
2025 Q4	$559K	Hold	6,400	–	–	0.45%	77
2025 Q3	$367K	Hold	6,400	–	–	0.29%	139
2025 Q2	$378K	Hold	6,400	–	–	0.36%	123
2025 Q1	$468K	Hold	6,400	–	–	0.51%	68
2024 Q4	$529K	Hold	6,400	–	–	0.51%	74
2024 Q3	$458K	Hold	6,400	–	–	0.47%	93
2024 Q2	$438K	Sell	6,400 -2,900	-31%	-$173K	0.47%	81
2024 Q1	$499K	Buy	9,300 +2,900	+45%	+$156K	0.47%	64
2023 Q4	$341K	Hold	6,400	–	–	0.36%	133
2023 Q3	$318K	Hold	6,400	–	–	0.36%	131
2023 Q2	$381K	Hold	6,400	–	–	0.41%	107
2023 Q1	$362K	Hold	6,400	–	–	0.39%	102
2022 Q4	$475K	Hold	6,400	–	–	0.58%	57
2022 Q3	$381K	Hold	6,400	–	–	0.49%	73
2022 Q2	$359K	Hold	6,400	–	–	0.46%	96
2022 Q1	$472K	Hold	6,400	–	–	0.4%	108
2021 Q4	$462K	Hold	6,400	–	–	0.31%	135
2021 Q3	$490K	Hold	6,400	–	–	0.37%	104
2021 Q2	$496K	Hold	6,400	–	–	0.39%	96
2021 Q1	$395K	Hold	6,400	–	–	0.33%	110
2020 Q4	$417K	Hold	6,400	–	–	0.38%	121
2020 Q3	$317K	Hold	6,400	–	–	0.3%	183
2020 Q2	$305K	Hold	6,400	–	–	0.27%	180
2020 Q1	$272K	Buy	6,400 +2,000	+45%	+$98.8K	0.28%	136
2019 Q4	$259K	Hold	4,400	–	–	0.14%	223
2019 Q3	$225K	Buy	+4,400	New	+$210K	0.12%	259

Other funds holding GMED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Yorktown Management & Research Company's GMED Position: Q2 2026 in Review

Yorktown Management & Research Company held its Globus Medical (GMED) position steady in Q2 2026 at 6,400 shares worth $506K. The position accounts for 0.31% of the portfolio, ranked #121.

Yorktown Management & Research Company first reported a position in GMED in Q3 2019 and has held it in 28 quarters since. The position peaked at $559K in Q4 2025. 320 funds tracked by Wall St. Rank hold GMED as of Q2 2026.

Yorktown Management & Research Company held 6,400 shares of Globus Medical worth $506K as of Q2 2026.
Yorktown Management & Research Company left its Globus Medical share count unchanged in Q2 2026.
Globus Medical made up 0.31% of Yorktown Management & Research Company's portfolio in Q2 2026, its #121 holding.
Yorktown Management & Research Company first reported a position in Globus Medical in Q3 2019 and has held it in 28 quarters since.
Yorktown Management & Research Company's Globus Medical position peaked at $559K in Q4 2025.
320 funds tracked by Wall St. Rank held Globus Medical as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.