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Elevation Wealth Partners’s Zimmer Biomet ZBH Stock Holding History

Elevation Wealth Partners’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
Q3 		$44.8K Buy
504
+118
+31% +$11.2K 0.01% 424
2026
Q2 		$33.2K Buy
386
+229
+146% +$20.1K 0.01% 419
2026
Q1 		$14.2K Sell
157
-44
-22% -$4.04K 0.01% 447
2025
Q4 		$18.1K Buy
+201
New +$19.1K 0.01% 393

Other funds holding ZBH

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's ZBH Position: Q3 2026 in Review

Elevation Wealth Partners increased its Zimmer Biomet (ZBH) stake by 31% in Q3 2026, buying an estimated $11.2K and bringing the position to 504 shares worth $44.8K. The position accounts for 0.01% of the portfolio, ranked #424.

Elevation Wealth Partners first reported a position in ZBH in Q4 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold ZBH as of Q3 2026.

  • Elevation Wealth Partners held 504 shares of Zimmer Biomet worth $44.8K as of Q3 2026.
  • Elevation Wealth Partners bought 118 Zimmer Biomet shares in Q3 2026, an estimated $11.2K.
  • Zimmer Biomet made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #424 holding.
  • Elevation Wealth Partners first reported a position in Zimmer Biomet in Q4 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.