BGAI
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Bruce G. Allen Investments’s Zimmer Biomet ZBH Stock Holding History

Bruce G. Allen Investments’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 		$143K Buy
1,659
+49
+3% +$4.3K 0.09% 107
2026
Q1 		$146K Buy
1,610
+490
+44% +$45K 0.1% 109
2025
Q4 		$101K Buy
1,120
+106
+10% +$10.1K 0.07% 157
2025
Q3 		$99.9K Sell
1,014
-84
-8% -$8.32K 0.07% 157
2025
Q2 		$100K Buy
1,098
+254
+30% +$24.6K 0.08% 155
2025
Q1 		$95.5K Sell
844
-15
-2% -$1.6K 0.08% 146
2024
Q4 		$90.7K Sell
859
-5
-0.6% -$536 0.07% 158
2024
Q3 		$93.3K Buy
864
+751
+665% +$82K 0.07% 167
2024
Q2 		$12.3K Sell
113
-7
-6% -$825 0.01% 438
2024
Q1 		$15.8K Sell
120
-12
-9% -$1.5K 0.01% 408
2023
Q4 		$16.1K Buy
+132
New +$14.7K 0.01% 398

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's ZBH Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Zimmer Biomet (ZBH) stake by 3% in Q2 2026, buying an estimated $4.3K and bringing the position to 1,659 shares worth $143K. The position accounts for 0.09% of the portfolio, ranked #107.

Bruce G. Allen Investments first reported a position in ZBH in Q4 2023 and has held it in 11 quarters since. The position peaked at $146K in Q1 2026. 912 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Bruce G. Allen Investments held 1,659 shares of Zimmer Biomet worth $143K as of Q2 2026.
  • Bruce G. Allen Investments bought 49 Zimmer Biomet shares in Q2 2026, an estimated $4.3K.
  • Zimmer Biomet made up 0.09% of Bruce G. Allen Investments's portfolio in Q2 2026, its #107 holding.
  • Bruce G. Allen Investments first reported a position in Zimmer Biomet in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Zimmer Biomet position peaked at $146K in Q1 2026.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.