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GoalVest Advisory’s Zimmer Biomet ZBH Stock Holding History

GoalVest Advisory’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 		$6.84K Buy
+77
New +$7.3K ﹤0.01% 504
2025
Q2 		– Sell
-3
Closed -$340 – 541
2025
Q1 		$340 Buy
+3
New +$321 ﹤0.01% 397
2022
Q2 		– Sell
-2
Closed – – 555
2022
Q1 		$0 Buy
+2
New +$241 ﹤0.01% 514

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

GoalVest Advisory's ZBH Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Zimmer Biomet (ZBH) in Q3 2026: 77 shares worth $6.84K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in ZBH as recently as Q1 2025.

GoalVest Advisory first reported a position in ZBH in Q1 2022 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold ZBH as of Q3 2026.

  • GoalVest Advisory held 77 shares of Zimmer Biomet worth $6.84K as of Q3 2026.
  • Zimmer Biomet was a new GoalVest Advisory position in Q3 2026.
  • Zimmer Biomet made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #504 holding.
  • GoalVest Advisory first reported a position in Zimmer Biomet in Q1 2022 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.