Avion Wealth’s Zimmer Biomet ZBH Stock Holding History

Avion Wealth’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	$28K	Buy	330 +13	+4%	+$1.14K	0.01%	332
2026 Q1	$28K	Buy	317 +1	+0.3%	+$92	0.01%	279
2025 Q4	$28K	Sell	316 -9	-3%	-$853	0.01%	289
2025 Q3	$32K	Buy	325 +5	+2%	+$495	0.01%	277
2025 Q2	$29K	Sell	320 -10	-3%	-$967	0.01%	263
2025 Q1	$34K	Hold	330	–	–	0.01%	235
2024 Q4	$34K	Buy	330 +2	+0.6%	+$215	0.01%	235
2024 Q3	$35K	Sell	328 -4	-1%	-$437	0.01%	202
2024 Q2	$36K	Hold	332	–	–	0.01%	188
2024 Q1	$44K	Buy	332 +3	+0.9%	+$375	0.01%	168
2023 Q4	$40K	Buy	329 +14	+4%	+$1.56K	0.01%	168
2023 Q3	$35K	Buy	315 +1	+0.3%	+$127	0.01%	173
2023 Q2	$45K	Buy	314 +8	+3%	+$1.09K	0.01%	169
2023 Q1	$39K	Buy	306 +6	+2%	+$753	0.01%	168
2022 Q4	$31K	Hold	300	–	–	0.01%	185
2022 Q3	$31K	Hold	300	–	–	0.01%	186
2022 Q2	$32K	Hold	300	–	–	0.01%	172
2022 Q1	$38K	Sell	300 -9	-3%	-$1.08K	0.01%	147
2021 Q4	$38K	Hold	309	–	–	0.01%	144
2021 Q3	$44K	Sell	309 -26	-8%	-$3.83K	0.01%	134
2021 Q2	$52K	Buy	335 +206	+160%	+$33.4K	0.02%	126
2021 Q1	$20K	Buy	129 +103	+396%	+$16K	0.01%	170
2020 Q4	$4K	Sell	26 -26	-50%	-$3.67K	﹤0.01%	296
2020 Q3	$7K	Sell	52 -103	-66%	-$13.5K	﹤0.01%	215
2020 Q2	$18K	Buy	155 +103	+198%	+$11.9K	0.01%	136
2020 Q1	$5K	Buy	+52	New	+$6.82K	﹤0.01%	217

Other funds holding ZBH

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avion Wealth's ZBH Position: Q2 2026 in Review

Avion Wealth increased its Zimmer Biomet (ZBH) stake by 4.1% in Q2 2026, buying an estimated $1.14K and bringing the position to 330 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #332.

Avion Wealth first reported a position in ZBH in Q1 2020 and has held it in 26 quarters since. The position peaked at $52K in Q2 2021. 909 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Avion Wealth held 330 shares of Zimmer Biomet worth $28K as of Q2 2026.
Avion Wealth bought 13 Zimmer Biomet shares in Q2 2026, an estimated $1.14K.
Zimmer Biomet made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #332 holding.
Avion Wealth first reported a position in Zimmer Biomet in Q1 2020 and has held it in 26 quarters since.
Avion Wealth's Zimmer Biomet position peaked at $52K in Q2 2021.
909 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.