Connecticut Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Connecticut 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 Q1	$356K	Hold	3,937	–	–	0.01%	262
2025 Q4	$354K	Hold	3,937	–	–	0.02%	250
2025 Q3	$388K	Hold	3,937	–	–	0.02%	249
2025 Q2	$359K	Sell	3,937 -16	-0.4%	-$1.55K	0.02%	243
2025 Q1	$447K	Hold	3,953	–	–	0.02%	218
2024 Q4	$418K	Hold	3,953	–	–	0.02%	205
2024 Q3	$427K	Sell	3,953 -10	-0.3%	-$1.09K	0.02%	232
2024 Q2	$430K	Sell	3,963 -1	-0%	-$118	0.02%	225
2024 Q1	$523K	Hold	3,964	–	–	0.03%	211
2023 Q4	$482K	Buy	3,964 +4	+0.1%	+$446	0.03%	214
2023 Q3	$444K	Buy	+3,960	New	+$503K	0.03%	184

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connecticut Wealth Management's ZBH Position: Q1 2026 in Review

Connecticut Wealth Management held its Zimmer Biomet (ZBH) position steady in Q1 2026 at 3,937 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #262.

Connecticut Wealth Management first reported a position in ZBH in Q3 2023 and has held it in 11 quarters since. The position peaked at $523K in Q1 2024. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Connecticut Wealth Management held 3,937 shares of Zimmer Biomet worth $356K as of Q1 2026.
Connecticut Wealth Management left its Zimmer Biomet share count unchanged in Q1 2026.
Zimmer Biomet made up 0.01% of Connecticut Wealth Management's portfolio in Q1 2026, its #262 holding.
Connecticut Wealth Management first reported a position in Zimmer Biomet in Q3 2023 and has held it in 11 quarters since.
Connecticut Wealth Management's Zimmer Biomet position peaked at $523K in Q1 2024.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

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