Dakota Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Dakota 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	$830K	Sell	9,184 -2,647	-22%	-$243K	0.02%	435
2025 Q4	$1.06M	Buy	11,831 +1,342	+13%	+$127K	0.02%	394
2025 Q3	$1.03M	Sell	10,489 -232	-2%	-$23K	0.02%	347
2025 Q2	$978K	Buy	10,721 +930	+9%	+$89.9K	0.02%	387
2025 Q1	$1.11M	Buy	9,791 +171	+2%	+$18.3K	0.03%	358
2024 Q4	$1.02M	Buy	9,620 +122	+1%	+$13.1K	0.02%	362
2024 Q3	$1.03M	Buy	9,498 +84	+0.9%	+$9.17K	0.02%	365
2024 Q2	$1.02M	Buy	9,414 +2,321	+33%	+$274K	0.02%	366
2024 Q1	$936K	Buy	+7,093	New	+$886K	0.02%	381

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

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

Dakota Wealth Management reduced its Zimmer Biomet (ZBH) stake by 22% in Q1 2026, selling an estimated $243K and leaving 9,184 shares worth $830K. The position accounts for 0.02% of the portfolio, ranked #435.

Dakota Wealth Management first reported a position in ZBH in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q1 2025. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Dakota Wealth Management held 9,184 shares of Zimmer Biomet worth $830K as of Q1 2026.
Dakota Wealth Management sold 2,647 Zimmer Biomet shares in Q1 2026, an estimated $243K.
Zimmer Biomet made up 0.02% of Dakota Wealth Management's portfolio in Q1 2026, its #435 holding.
Dakota Wealth Management first reported a position in Zimmer Biomet in Q1 2024 and has held it in 9 quarters since.
Dakota Wealth Management's Zimmer Biomet position peaked at $1.11M in Q1 2025.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.