Harbor Asset Planning
ZBH icon

Harbor Asset Planning’s Zimmer Biomet ZBH Stock Holding History

Harbor Asset Planning’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 		$20.1K Hold
226
– – 0.02% 311
2026
Q2 		$19.5K Hold
226
– – 0.01% 309
2026
Q1 		$20.4K Hold
226
– – 0.02% 296
2025
Q4 		$20.3K Hold
226
– – 0.02% 293
2025
Q3 		$22.3K Hold
226
– – 0.02% 277
2025
Q2 		$20.6K Buy
+226
New +$21.9K 0.02% 277

Other funds holding ZBH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Harbor Asset Planning's ZBH Position: Q3 2026 in Review

Harbor Asset Planning held its Zimmer Biomet (ZBH) position steady in Q3 2026 at 226 shares worth $20.1K. The position accounts for 0.02% of the portfolio, ranked #311.

Harbor Asset Planning first reported a position in ZBH in Q2 2025 and has held it in 6 quarters since. The position peaked at $22.3K in Q3 2025. 429 funds tracked by Wall St. Rank hold ZBH as of Q3 2026.

  • Harbor Asset Planning held 226 shares of Zimmer Biomet worth $20.1K as of Q3 2026.
  • Harbor Asset Planning left its Zimmer Biomet share count unchanged in Q3 2026.
  • Zimmer Biomet made up 0.02% of Harbor Asset Planning's portfolio in Q3 2026, its #311 holding.
  • Harbor Asset Planning first reported a position in Zimmer Biomet in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Zimmer Biomet position peaked at $22.3K in Q3 2025.
  • 429 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.