BPI
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BFC Planning, Inc.’s Zimmer Biomet ZBH Stock Holding History

BFC Planning, Inc.’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 		$67.3K Buy
782
+348
+80% +$30.5K ﹤0.01% 1402
2026
Q1 		$39.2K Buy
434
+20
+5% +$1.84K ﹤0.01% 1434
2025
Q4 		$37.2K Buy
414
+202
+95% +$19.2K ﹤0.01% 1485
2025
Q3 		$20.9K Sell
212
-44
-17% -$4.36K ﹤0.01% 1555
2025
Q2 		$23.4K Sell
256
-690
-73% -$66.7K ﹤0.01% 1427
2025
Q1 		$107K Sell
946
-85
-8% -$9.09K 0.01% 836
2024
Q4 		$109K Buy
+1,031
New +$111K 0.01% 829

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s ZBH Position: Q2 2026 in Review

BFC Planning, Inc. increased its Zimmer Biomet (ZBH) stake by 80% in Q2 2026, buying an estimated $30.5K and bringing the position to 782 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

BFC Planning, Inc. first reported a position in ZBH in Q4 2024 and has held it in 7 quarters since. The position peaked at $109K in Q4 2024. 914 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • BFC Planning, Inc. held 782 shares of Zimmer Biomet worth $67.3K as of Q2 2026.
  • BFC Planning, Inc. bought 348 Zimmer Biomet shares in Q2 2026, an estimated $30.5K.
  • Zimmer Biomet made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1402 holding.
  • BFC Planning, Inc. first reported a position in Zimmer Biomet in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Zimmer Biomet position peaked at $109K in Q4 2024.
  • 914 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.