Bay Harbor Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Bay Harbor 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 Q1	$2.08K	Buy	23 +4	+21%	+$367	﹤0.01%	557
2025 Q4	$1.71K	Buy	19 +8	+73%	+$759	﹤0.01%	515
2025 Q3	$1.08K	Buy	11 +5	+83%	+$495	﹤0.01%	508
2025 Q2	$547	Buy	6 +2	+50%	+$193	﹤0.01%	613
2025 Q1	$453	Buy	+4	New	+$428	﹤0.01%	450
2021 Q4	–	Sell	-490	Closed	-$70K	–	223
2021 Q3	$70K	Buy	490 +35	+8%	+$5.15K	0.03%	102
2021 Q2	$71K	Buy	455 +4	+0.9%	+$648	0.03%	106
2021 Q1	$70K	Buy	+451	New	+$69.9K	0.03%	108
2019 Q4	–	Sell	-5	Closed	-$1K	–	399
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	349
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	344
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	380
2018 Q4	$1K	Buy	+5	New	+$562	﹤0.01%	374

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bay Harbor Wealth Management's ZBH Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Zimmer Biomet (ZBH) stake by 21% in Q1 2026, buying an estimated $367 and bringing the position to 23 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Bay Harbor Wealth Management first reported a position in ZBH in Q4 2018 and has held it in 12 quarters since. The position peaked at $71K in Q2 2021. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Bay Harbor Wealth Management held 23 shares of Zimmer Biomet worth $2.08K as of Q1 2026.
Bay Harbor Wealth Management bought 4 Zimmer Biomet shares in Q1 2026, an estimated $367.
Zimmer Biomet made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #557 holding.
Bay Harbor Wealth Management first reported a position in Zimmer Biomet in Q4 2018 and has held it in 12 quarters since.
Bay Harbor Wealth Management's Zimmer Biomet position peaked at $71K in Q2 2021.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.