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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
Q2 		$995K Buy
11,554
+2,370
+26% +$208K 0.02% 432
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
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

Dakota Wealth Management's ZBH Position: Q2 2026 in Review

Dakota Wealth Management increased its Zimmer Biomet (ZBH) stake by 26% in Q2 2026, buying an estimated $208K and bringing the position to 11,554 shares worth $995K. The position accounts for 0.02% of the portfolio, ranked #432.

Dakota Wealth Management first reported a position in ZBH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2025. 909 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Dakota Wealth Management held 11,554 shares of Zimmer Biomet worth $995K as of Q2 2026.
  • Dakota Wealth Management bought 2,370 Zimmer Biomet shares in Q2 2026, an estimated $208K.
  • Zimmer Biomet made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #432 holding.
  • Dakota Wealth Management first reported a position in Zimmer Biomet in Q1 2024 and has held it in 10 quarters since.
  • Dakota Wealth Management's Zimmer Biomet position peaked at $1.11M in Q1 2025.
  • 909 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.