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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
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% -$9.76K 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

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

Concord Wealth Partners's ZBH Position: Q1 2026 in Review

Concord Wealth Partners sold out of Zimmer Biomet (ZBH) in Q1 2026, closing a stake of 112 shares — an estimated $10K sold.

Concord Wealth Partners first reported a position in ZBH in Q4 2020 and held it in 20 quarters. The position peaked at $173K in Q4 2023. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Concord Wealth Partners reported no remaining Zimmer Biomet position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 112 Zimmer Biomet shares in Q1 2026, an estimated $10K.
  • Concord Wealth Partners first reported a position in Zimmer Biomet in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Zimmer Biomet position peaked at $173K in Q4 2023.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.