Concord Wealth Partners
ZBH icon

Concord Wealth Partners’s Zimmer Biomet ZBH Stock Holding History

Concord Wealth Partners’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
Q3 		$10K Buy
113
+1
+0.9% +$95 ﹤0.01% 551
2026
Q2 		$9.7K Buy
+112
New +$9.8K ﹤0.01% 578
2026
Q1 		– Sell
-112
Closed -$10K – 815
2025
Q4 		$10K Buy
112
+1
+0.9% +$95 ﹤0.01% 539
2025
Q3 		$11K Hold
111
– – ﹤0.01% 526
2025
Q2 		$10.1K Hold
111
– – ﹤0.01% 539
2025
Q1 		$12.5K Hold
111
– – ﹤0.01% 489
2024
Q4 		$11.7K Buy
111
+1
+0.9% +$107 ﹤0.01% 512
2024
Q3 		$11.9K Hold
110
– – ﹤0.01% 543
2024
Q2 		$12K Hold
110
– – ﹤0.01% 487
2024
Q1 		$14.5K Sell
110
-1,310
-92% -$164K ﹤0.01% 533
2023
Q4 		$173K Buy
1,420
+130
+10% +$14.5K 0.03% 214
2023
Q3 		$145K Buy
1,290
+1,181
+1,083% +$150K 0.03% 230
2023
Q2 		$15.9K Hold
109
– – ﹤0.01% 541
2023
Q1 		$14.1K Sell
109
-29
-21% -$3.64K ﹤0.01% 545
2022
Q4 		$17.6K Buy
+138
New +$16K 0.01% 542
2022
Q3 		– Sell
-148
Closed -$16K – 1201
2022
Q2 		$16K Sell
148
-428
-74% -$50.8K ﹤0.01% 599
2022
Q1 		$74K Sell
576
-81
-12% -$9.8K 0.02% 360
2021
Q4 		$81K Buy
657
+524
+394% +$68.6K 0.02% 343
2021
Q3 		$19K Sell
133
-402
-75% -$59.1K 0.01% 389
2021
Q2 		$83K Buy
535
+76
+17% +$12.3K 0.02% 267
2021
Q1 		$71K Buy
459
+455
+11,375% +$70.5K 0.02% 274
2020
Q4 		$1K Buy
+4
New +$565 ﹤0.01% 666

Other funds holding ZBH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Concord Wealth Partners's ZBH Position: Q3 2026 in Review

Concord Wealth Partners increased its Zimmer Biomet (ZBH) stake by 0.89% in Q3 2026, buying an estimated $95 and bringing the position to 113 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Concord Wealth Partners first reported a position in ZBH in Q4 2020 and has held it in 22 quarters since. The position peaked at $173K in Q4 2023. 478 funds tracked by Wall St. Rank hold ZBH as of Q3 2026.

  • Concord Wealth Partners held 113 shares of Zimmer Biomet worth $10K as of Q3 2026.
  • Concord Wealth Partners bought 1 Zimmer Biomet share in Q3 2026, an estimated $95.
  • Zimmer Biomet made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #551 holding.
  • Concord Wealth Partners first reported a position in Zimmer Biomet in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Zimmer Biomet position peaked at $173K in Q4 2023.
  • 478 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.