Position in GMED
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$947,566
+$224,426 QoQ
Shares Held
11,993
+42.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#285
of 597 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in GMED Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $97,925,250 across 20 Medical Devices names. GMED ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
243,288 | $76,596,793 | |
| 2 | ABT |
Abbott Laboratories
|
79,164 | $7,183,341 | |
| 3 | EW |
Edwards Lifesciences Corp
|
37,702 | $3,410,522 | |
| 4 | MDT |
Medtronic plc
|
31,445 | $2,459,942 | |
| 5 | BSX |
Boston Scientific Corp
|
40,819 | $1,742,154 | |
| 6 | TMDX |
TransMedics Group, Inc.
|
15,401 | $1,022,934 | |
| 7 | GMED |
Globus Medical Inc
This page
|
11,993 | $947,566 | |
| 8 | LIVN |
LivaNova PLC
|
11,185 | $919,742 |
All Filings in GMED
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $947,566 | 11,993 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $723,140 | 8,393 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $606,804 | 6,950 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $200,313 | 3,394 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||