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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
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 $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

Crestwood Advisors Group's ZBH Position: Q1 2026 in Review

Crestwood Advisors Group increased its Zimmer Biomet (ZBH) stake by 40% in Q1 2026, buying an estimated $83.3K and bringing the position to 3,164 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Crestwood Advisors Group first reported a position in ZBH in Q2 2023 and has held it in 5 quarters since. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Crestwood Advisors Group held 3,164 shares of Zimmer Biomet worth $286K as of Q1 2026.
  • Crestwood Advisors Group bought 908 Zimmer Biomet shares in Q1 2026, an estimated $83.3K.
  • Zimmer Biomet made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #596 holding.
  • Crestwood Advisors Group first reported a position in Zimmer Biomet in Q2 2023 and has held it in 5 quarters since.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.