Envestnet Portfolio Solutions
ZBH icon

Envestnet Portfolio Solutions’s Zimmer Biomet ZBH Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-3,133
Closed -$282K – 1538
2025
Q4 		$282K Buy
3,133
+162
+5% +$15.4K ﹤0.01% 1316
2025
Q3 		$293K Sell
2,971
-291
-9% -$28.8K ﹤0.01% 1256
2025
Q2 		$297K Sell
3,262
-3,158
-49% -$305K ﹤0.01% 1339
2025
Q1 		$727K Sell
6,420
-1,823
-22% -$195K ﹤0.01% 909
2024
Q4 		$871K Sell
8,243
-275
-3% -$29.5K ﹤0.01% 996
2024
Q3 		$920K Buy
8,518
+446
+6% +$48.7K ﹤0.01% 935
2024
Q2 		$876K Sell
8,072
-1,698
-17% -$200K ﹤0.01% 901
2024
Q1 		$1.29M Sell
9,770
-1,930
-16% -$241K ﹤0.01% 769
2023
Q4 		$1.42M Sell
11,700
-3,835
-25% -$428K 0.01% 688
2023
Q3 		$1.74M Buy
+15,535
New +$1.97M 0.01% 579

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Envestnet Portfolio Solutions's ZBH Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Zimmer Biomet (ZBH) in Q1 2026, closing a stake of 3,133 shares — an estimated $282K sold.

Envestnet Portfolio Solutions first reported a position in ZBH in Q3 2023 and held it in 10 quarters. The position peaked at $1.74M in Q3 2023. 916 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Zimmer Biomet position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,133 Zimmer Biomet shares in Q1 2026, an estimated $282K.
  • Envestnet Portfolio Solutions first reported a position in Zimmer Biomet in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's Zimmer Biomet position peaked at $1.74M in Q3 2023.
  • 916 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.