Estate Planners Group’s Zimmer Biomet ZBH Stock Holding History

Estate Planners 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	–	Sell	-136	Closed	-$12.2K	–	441
2025 Q4	$12.2K	Buy	+136	New	+$12.9K	0.01%	261

Other funds holding ZBH

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Estate Planners Group's ZBH Position: Q1 2026 in Review

Estate Planners Group sold out of Zimmer Biomet (ZBH) in Q1 2026, closing a stake of 136 shares — an estimated $12.2K sold.

Estate Planners Group first reported a position in ZBH in Q4 2025 and held it in 1 quarter. The position peaked at $12.2K in Q4 2025. 916 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Estate Planners Group reported no remaining Zimmer Biomet position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 136 Zimmer Biomet shares in Q1 2026, an estimated $12.2K.
Estate Planners Group first reported a position in Zimmer Biomet in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Zimmer Biomet position peaked at $12.2K in Q4 2025.
916 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.