Center for Financial Planning’s Zimmer Biomet ZBH Stock Holding History

Center for Financial Planning’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	$2.58K	Hold	30	–	–	﹤0.01%	575
2026 Q1	$2.71K	Hold	30	–	–	﹤0.01%	562
2025 Q4	$2.7K	Hold	30	–	–	﹤0.01%	596
2025 Q3	$2.96K	Hold	30	–	–	﹤0.01%	573
2025 Q2	$2.74K	Hold	30	–	–	﹤0.01%	546
2025 Q1	$3.4K	Hold	30	–	–	﹤0.01%	556
2024 Q4	$3.17K	Hold	30	–	–	﹤0.01%	511
2024 Q3	$3.24K	Sell	30 -80	-73%	-$8.73K	﹤0.01%	478
2024 Q2	$11.9K	Sell	110 -15	-12%	-$1.77K	﹤0.01%	374
2024 Q1	$16.5K	Buy	125 +15	+14%	+$1.87K	﹤0.01%	344
2023 Q4	$13.4K	Hold	110	–	–	﹤0.01%	337
2023 Q3	$12.3K	Hold	110	–	–	﹤0.01%	337
2023 Q2	$16K	Hold	110	–	–	﹤0.01%	332
2023 Q1	$14.2K	Hold	110	–	–	﹤0.01%	323
2022 Q4	$14K	Sell	110 -4,000	-97%	-$464K	﹤0.01%	318
2022 Q3	$430K	Sell	4,110 -8	-0.2%	-$878	0.11%	78
2022 Q2	$433K	Hold	4,118	–	–	0.11%	79
2022 Q1	$527K	Sell	4,118 -124	-3%	-$14.9K	0.11%	79
2021 Q4	$523K	Buy	4,242 +9	+0.2%	+$1.18K	0.11%	79
2021 Q3	$602K	Hold	4,233	–	–	0.15%	69
2021 Q2	$661K	Hold	4,233	–	–	0.16%	68
2021 Q1	$658K	Hold	4,233	–	–	0.17%	66
2020 Q4	$633K	Hold	4,233	–	–	0.18%	62
2020 Q3	$560K	Hold	4,233	–	–	0.18%	61
2020 Q2	$491K	Hold	4,233	–	–	0.17%	66
2020 Q1	$415K	Hold	4,233	–	–	0.14%	66
2019 Q4	$615K	Buy	+4,233	New	+$584K	0.15%	61

Other funds holding ZBH

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Center for Financial Planning's ZBH Position: Q2 2026 in Review

Center for Financial Planning held its Zimmer Biomet (ZBH) position steady in Q2 2026 at 30 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Center for Financial Planning first reported a position in ZBH in Q4 2019 and has held it in 27 quarters since. The position peaked at $661K in Q2 2021. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Center for Financial Planning held 30 shares of Zimmer Biomet worth $2.58K as of Q2 2026.
Center for Financial Planning left its Zimmer Biomet share count unchanged in Q2 2026.
Zimmer Biomet made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #575 holding.
Center for Financial Planning first reported a position in Zimmer Biomet in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Zimmer Biomet position peaked at $661K in Q2 2021.
906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.