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Birchwood Financial Partners’s Zimmer Biomet ZBH Stock Holding History

Birchwood Financial Partners’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 		$7.58K Hold
88
– – 0.01% 298
2026
Q1 		$7.97K Hold
88
– – 0.01% 290
2025
Q4 		$7.92K Buy
+88
New +$8.34K 0.01% 290

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

Birchwood Financial Partners's ZBH Position: Q2 2026 in Review

Birchwood Financial Partners held its Zimmer Biomet (ZBH) position steady in Q2 2026 at 88 shares worth $7.58K. The position accounts for 0.01% of the portfolio, ranked #298.

Birchwood Financial Partners first reported a position in ZBH in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.97K in Q1 2026. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Birchwood Financial Partners held 88 shares of Zimmer Biomet worth $7.58K as of Q2 2026.
  • Birchwood Financial Partners left its Zimmer Biomet share count unchanged in Q2 2026.
  • Zimmer Biomet made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #298 holding.
  • Birchwood Financial Partners first reported a position in Zimmer Biomet in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Zimmer Biomet position peaked at $7.97K in Q1 2026.
  • 906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.