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Forum Financial Management’s Zimmer Biomet ZBH Stock Holding History

Forum Financial 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 		– Sell
-6,543
Closed -$588K – 1006
2025
Q4 		$588K Buy
6,543
+24
+0.4% +$2.28K 0.01% 407
2025
Q3 		$642K Buy
6,519
+1,096
+20% +$109K 0.01% 363
2025
Q2 		$495K Buy
5,423
+864
+19% +$83.5K 0.01% 416
2025
Q1 		$516K Buy
4,559
+1,050
+30% +$112K 0.01% 358
2024
Q4 		$371K Buy
3,509
+1,273
+57% +$137K 0.01% 506
2024
Q3 		$241K Sell
2,236
-26
-1% -$2.84K ﹤0.01% 629
2024
Q2 		$245K Buy
2,262
+160
+8% +$18.9K ﹤0.01% 570
2024
Q1 		$277K Buy
2,102
+96
+5% +$12K ﹤0.01% 530
2023
Q4 		$244K Buy
+2,006
New +$224K ﹤0.01% 551
2023
Q3 		– Sell
-1,547
Closed -$225K – 682
2023
Q2 		$225K Buy
+1,547
New +$210K 0.01% 561
2022
Q3 		– Sell
-2,472
Closed -$260K – 606
2022
Q2 		$260K Buy
2,472
+64
+3% +$7.59K 0.01% 413
2022
Q1 		$307K Sell
2,408
-72
-3% -$8.68K 0.01% 385
2021
Q4 		$306K Buy
+2,480
New +$325K 0.02% 413

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

Forum Financial Management's ZBH Position: Q1 2026 in Review

Forum Financial Management sold out of Zimmer Biomet (ZBH) in Q1 2026, closing a stake of 6,543 shares — an estimated $588K sold.

Forum Financial Management first reported a position in ZBH in Q4 2021 and held it in 13 quarters. The position peaked at $642K in Q3 2025. 916 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Forum Financial Management reported no remaining Zimmer Biomet position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,543 Zimmer Biomet shares in Q1 2026, an estimated $588K.
  • Forum Financial Management first reported a position in Zimmer Biomet in Q4 2021 and held it in 13 quarters.
  • Forum Financial Management's Zimmer Biomet position peaked at $642K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.