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Advocate Investing Services’s Zimmer Biomet ZBH Stock Holding History

Advocate Investing Services’s Portfolio ZBH Stock Details ZBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2K Hold
130
– – 0.01% 260
2026
Q1 		$11.8K Hold
130
– – 0.01% 235
2025
Q4 		$11.7K Buy
+130
New +$12.3K 0.01% 219

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advocate Investing Services's ZBH Position: Q2 2026 in Review

Advocate Investing Services held its Zimmer Biomet (ZBH) position steady in Q2 2026 at 130 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #260.

Advocate Investing Services first reported a position in ZBH in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.8K in Q1 2026. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Advocate Investing Services held 130 shares of Zimmer Biomet worth $11.2K as of Q2 2026.
  • Advocate Investing Services left its Zimmer Biomet share count unchanged in Q2 2026.
  • Zimmer Biomet made up 0.01% of Advocate Investing Services's portfolio in Q2 2026, its #260 holding.
  • Advocate Investing Services first reported a position in Zimmer Biomet in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Zimmer Biomet position peaked at $11.8K in Q1 2026.
  • 906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.