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Bogart Wealth LLC’s Zimmer Biomet ZBH Stock Holding History

Bogart Wealth LLC’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 		$14.5K Buy
169
+38
+29% +$3.33K ﹤0.01% 895
2026
Q1 		$11.8K Buy
131
+11
+9% +$1.01K ﹤0.01% 868
2025
Q4 		$10.8K Hold
120
– – ﹤0.01% 850
2025
Q3 		$11.8K Hold
120
– – ﹤0.01% 795
2025
Q2 		$10.9K Sell
120
-5
-4% -$483 ﹤0.01% 780
2025
Q1 		$14.1K Sell
125
-95
-43% -$10.2K ﹤0.01% 674
2024
Q4 		$23.2K Buy
220
+100
+83% +$10.7K ﹤0.01% 554
2024
Q3 		$13K Sell
120
-10
-8% -$1.09K ﹤0.01% 635
2024
Q2 		$14.1K Sell
130
-13
-9% -$1.53K ﹤0.01% 597
2024
Q1 		$18.8K Buy
143
+10
+8% +$1.25K ﹤0.01% 526
2023
Q4 		$16.2K Hold
133
– – ﹤0.01% 540
2023
Q3 		$14.9K Hold
133
– – ﹤0.01% 524
2023
Q2 		$19.3K Buy
133
+120
+923% +$16.3K ﹤0.01% 471
2023
Q1 		$1.63K Sell
13
-11
-46% -$1.38K ﹤0.01% 934
2022
Q4 		$3.03K Buy
24
+11
+85% +$1.28K ﹤0.01% 748
2022
Q3 		$1K Hold
13
– – ﹤0.01% 963
2022
Q2 		$1K Buy
13
+1
+8% +$119 ﹤0.01% 880
2022
Q1 		$2K Sell
12
-1
-8% -$121 ﹤0.01% 715
2021
Q4 		$2K Buy
+13
New +$1.7K ﹤0.01% 681

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

Bogart Wealth LLC's ZBH Position: Q2 2026 in Review

Bogart Wealth LLC increased its Zimmer Biomet (ZBH) stake by 29% in Q2 2026, buying an estimated $3.33K and bringing the position to 169 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Bogart Wealth LLC first reported a position in ZBH in Q4 2021 and has held it in 19 quarters since. The position peaked at $23.2K in Q4 2024. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Bogart Wealth LLC held 169 shares of Zimmer Biomet worth $14.5K as of Q2 2026.
  • Bogart Wealth LLC bought 38 Zimmer Biomet shares in Q2 2026, an estimated $3.33K.
  • Zimmer Biomet made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #895 holding.
  • Bogart Wealth LLC first reported a position in Zimmer Biomet in Q4 2021 and has held it in 19 quarters since.
  • Bogart Wealth LLC's Zimmer Biomet position peaked at $23.2K in Q4 2024.
  • 906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.