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Cassaday & Co Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Cassaday & Co Wealth Management’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 		$41.8K Hold
486
– – ﹤0.01% 656
2026
Q1 		$43.9K Buy
+486
New +$44.6K ﹤0.01% 637

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

Cassaday & Co Wealth Management's ZBH Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Zimmer Biomet (ZBH) position steady in Q2 2026 at 486 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Cassaday & Co Wealth Management first reported a position in ZBH in Q1 2026 and has held it in 2 quarters since. The position peaked at $43.9K in Q1 2026. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Cassaday & Co Wealth Management held 486 shares of Zimmer Biomet worth $41.8K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Zimmer Biomet share count unchanged in Q2 2026.
  • Zimmer Biomet made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #656 holding.
  • Cassaday & Co Wealth Management first reported a position in Zimmer Biomet in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Zimmer Biomet position peaked at $43.9K in Q1 2026.
  • 906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.