Aprio Wealth Management
ZBH icon

Aprio Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Aprio Wealth Management’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
Q3 		$326K Sell
3,665
-121
-3% -$11.5K 0.01% 503
2026
Q2 		$326K Buy
3,786
+200
+6% +$17.5K 0.02% 488
2026
Q1 		$324K Buy
3,586
+234
+7% +$21.5K 0.02% 463
2025
Q4 		$301K Buy
+3,352
New +$318K 0.02% 436

Other funds holding ZBH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Aprio Wealth Management's ZBH Position: Q3 2026 in Review

Aprio Wealth Management reduced its Zimmer Biomet (ZBH) stake by 3.2% in Q3 2026, selling an estimated $11.5K and leaving 3,665 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #503.

Aprio Wealth Management first reported a position in ZBH in Q4 2025 and has held it in 4 quarters since. The position peaked at $326K in Q2 2026. 574 funds tracked by Wall St. Rank hold ZBH as of Q3 2026.

  • Aprio Wealth Management held 3,665 shares of Zimmer Biomet worth $326K as of Q3 2026.
  • Aprio Wealth Management sold 121 Zimmer Biomet shares in Q3 2026, an estimated $11.5K.
  • Zimmer Biomet made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #503 holding.
  • Aprio Wealth Management first reported a position in Zimmer Biomet in Q4 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Zimmer Biomet position peaked at $326K in Q2 2026.
  • 574 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.