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Crestwood Advisors Group’s Zimmer Biomet ZBH Stock Holding History

Crestwood Advisors Group’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 		$459K Buy
5,327
+2,163
+68% +$190K 0.01% 528
2026
Q1 		$286K Buy
3,164
+908
+40% +$83.3K ﹤0.01% 596
2025
Q4 		$203K Buy
+2,256
New +$214K ﹤0.01% 669
2024
Q1 		– Sell
-1,842
Closed -$224K – 434
2023
Q4 		$224K Sell
1,842
-72
-4% -$8.03K 0.01% 374
2023
Q3 		$215K Buy
1,914
+371
+24% +$47.1K 0.01% 337
2023
Q2 		$225K Buy
+1,543
New +$210K 0.01% 236

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

Crestwood Advisors Group's ZBH Position: Q2 2026 in Review

Crestwood Advisors Group increased its Zimmer Biomet (ZBH) stake by 68% in Q2 2026, buying an estimated $190K and bringing the position to 5,327 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #528.

Crestwood Advisors Group first reported a position in ZBH in Q2 2023 and has held it in 6 quarters since. 909 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Crestwood Advisors Group held 5,327 shares of Zimmer Biomet worth $459K as of Q2 2026.
  • Crestwood Advisors Group bought 2,163 Zimmer Biomet shares in Q2 2026, an estimated $190K.
  • Zimmer Biomet made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #528 holding.
  • Crestwood Advisors Group first reported a position in Zimmer Biomet in Q2 2023 and has held it in 6 quarters since.
  • 909 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.