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Beacon Financial Strategies’s Zimmer Biomet ZBH Stock Holding History

Beacon Financial Strategies’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 		$2.07K Hold
24
– – ﹤0.01% 194
2026
Q1 		$2.17K Hold
24
– – ﹤0.01% 162
2025
Q4 		$2.16K Buy
+24
New +$2.28K ﹤0.01% 169

Other funds holding ZBH

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Beacon Financial Strategies's ZBH Position: Q2 2026 in Review

Beacon Financial Strategies held its Zimmer Biomet (ZBH) position steady in Q2 2026 at 24 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Beacon Financial Strategies first reported a position in ZBH in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.17K in Q1 2026. 159 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Beacon Financial Strategies held 24 shares of Zimmer Biomet worth $2.07K as of Q2 2026.
  • Beacon Financial Strategies left its Zimmer Biomet share count unchanged in Q2 2026.
  • Zimmer Biomet made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #194 holding.
  • Beacon Financial Strategies first reported a position in Zimmer Biomet in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Zimmer Biomet position peaked at $2.17K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.