Carson Wealth (CWM LLC)
ZBH icon

Carson Wealth (CWM LLC)’s Zimmer Biomet ZBH Stock Holding History

Carson Wealth (CWM 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
Q1 		$645K Sell
7,137
-2,240
-24% -$206K ﹤0.01% 1835
2025
Q4 		$843K Sell
9,377
-14,532
-61% -$1.38M ﹤0.01% 1599
2025
Q3 		$2.35M Sell
23,909
-598
-2% -$59.3K 0.01% 1020
2025
Q2 		$2.23M Buy
24,507
+16,429
+203% +$1.59M 0.01% 909
2025
Q1 		$914K Buy
8,078
+180
+2% +$19.3K ﹤0.01% 1179
2024
Q4 		$834K Buy
7,898
+932
+13% +$100K ﹤0.01% 1178
2024
Q3 		$752K Buy
6,966
+481
+7% +$52.5K ﹤0.01% 1170
2024
Q2 		$704K Buy
6,485
+265
+4% +$31.2K ﹤0.01% 1065
2024
Q1 		$821K Sell
6,220
-665
-10% -$83.1K ﹤0.01% 940
2023
Q4 		$838K Sell
6,885
-895
-12% -$99.9K ﹤0.01% 877
2023
Q3 		$873K Sell
7,780
-353
-4% -$44.8K 0.01% 796
2023
Q2 		$1.18M Buy
8,133
+6
+0.1% +$815 0.01% 649
2023
Q1 		$1.05M Buy
8,127
+624
+8% +$78.3K 0.01% 651
2022
Q4 		$957K Sell
7,503
-648
-8% -$75.2K 0.01% 631
2022
Q3 		$852K Buy
8,151
+219
+3% +$24K 0.01% 596
2022
Q2 		$833K Sell
7,932
-807
-9% -$95.7K 0.01% 606
2022
Q1 		$1.12M Sell
8,739
-862
-9% -$104K 0.01% 539
2021
Q4 		$1.18M Buy
+9,601
New +$1.26M 0.01% 546
2021
Q2 		$15.3M Hold
98,199
– – 0.12% 164
2021
Q1 		$15.3M Hold
98,199
– – 0.12% 164
2020
Q4 		$15.3M Hold
98,199
– – 0.12% 164
2020
Q3 		$15.3M Hold
98,199
– – 0.12% 164
2020
Q2 		$15.3M Hold
98,199
– – 0.12% 164
2020
Q1 		$15.3M Hold
98,199
– – 0.12% 164
2019
Q4 		$15.3M Hold
98,199
– – 0.12% 164
2019
Q3 		$15.3M Hold
98,199
– – 0.12% 164
2019
Q2 		$15.3M Hold
98,199
– – 0.12% 164
2019
Q1 		$15.3M Buy
98,199
+60,850
+163% +$6.91M 0.12% 164
2018
Q4 		$3.76M Sell
37,349
-28,797
-44% -$3.24M 0.09% 187
2018
Q3 		$8.44M Buy
66,146
+11,825
+22% +$1.41M 0.22% 115
2018
Q2 		$5.88M Buy
54,321
+19,216
+55% +$2.09M 0.19% 114
2018
Q1 		$3.72M Buy
35,105
+34,963
+24,622% +$4.06M 0.15% 119
2017
Q4 		$17K Buy
142
+18
+15% +$2.04K ﹤0.01% 741
2017
Q3 		$14K Sell
124
-103
-45% -$11.9K ﹤0.01% 814
2017
Q2 		$28K Buy
227
+103
+83% +$12.2K ﹤0.01% 580
2017
Q1 		$15K Sell
124
-103
-45% -$11.7K ﹤0.01% 673
2016
Q4 		$23K Sell
227
-161
-41% -$17.3K ﹤0.01% 565
2016
Q3 		$49K Buy
388
+161
+71% +$19.9K ﹤0.01% 426
2016
Q2 		$26K Hold
227
– – ﹤0.01% 442
2016
Q1 		$23K Hold
227
– – ﹤0.01% 429
2015
Q4 		$23K Hold
227
– – ﹤0.01% 388
2015
Q3 		$21K Buy
+227
New +$22.8K ﹤0.01% 366
2014
Q1 		– Sell
-227
Closed -$21K – 507
2013
Q4 		$21K Buy
227
+103
+83% +$8.91K ﹤0.01% 362
2013
Q3 		$10K Buy
+124
New +$9.76K ﹤0.01% 320

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ZBH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Zimmer Biomet (ZBH) stake by 24% in Q1 2026, selling an estimated $206K and leaving 7,137 shares worth $645K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Carson Wealth (CWM LLC) first reported a position in ZBH in Q3 2013 and has held it in 44 quarters since. The position peaked at $15.3M in Q2 2021. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,137 shares of Zimmer Biomet worth $645K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,240 Zimmer Biomet shares in Q1 2026, an estimated $206K.
  • Zimmer Biomet made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1835 holding.
  • Carson Wealth (CWM LLC) first reported a position in Zimmer Biomet in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Zimmer Biomet position peaked at $15.3M in Q2 2021.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.