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HB Wealth Management’s Zimmer Biomet ZBH Stock Holding History

HB Wealth 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
Q2 		$1.6M Buy
18,538
+1,249
+7% +$110K 0.01% 548
2026
Q1 		$1.56M Buy
17,289
+721
+4% +$66.2K 0.01% 505
2025
Q4 		$1.49M Sell
16,568
-1,140
-6% -$108K 0.01% 499
2025
Q3 		$1.74M Buy
17,708
+1,537
+10% +$152K 0.01% 445
2025
Q2 		$1.48M Sell
16,171
-2,857
-15% -$276K 0.01% 440
2025
Q1 		$2.15M Buy
19,028
+14,726
+342% +$1.58M 0.02% 363
2024
Q4 		$455K Buy
4,302
+241
+6% +$25.9K ﹤0.01% 651
2024
Q3 		$438K Buy
4,061
+197
+5% +$21.5K ﹤0.01% 629
2024
Q2 		$419K Buy
3,864
+107
+3% +$12.6K ﹤0.01% 596
2024
Q1 		$496K Buy
3,757
+400
+12% +$50K 0.01% 505
2023
Q4 		$409K Buy
3,357
+774
+30% +$86.4K 0.01% 513
2023
Q3 		$290K Sell
2,583
-163
-6% -$20.7K ﹤0.01% 579
2023
Q2 		$400K Buy
2,746
+182
+7% +$24.7K 0.01% 474
2023
Q1 		$331K Buy
2,564
+193
+8% +$24.2K 0.01% 508
2022
Q4 		$302K Buy
2,371
+92
+4% +$10.7K 0.01% 512
2022
Q3 		$238K Sell
2,279
-172
-7% -$18.9K 0.01% 497
2022
Q2 		$258K Buy
2,451
+585
+31% +$69.4K 0.01% 477
2022
Q1 		$239K Buy
+1,866
New +$225K ﹤0.01% 516

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

HB Wealth Management's ZBH Position: Q2 2026 in Review

HB Wealth Management increased its Zimmer Biomet (ZBH) stake by 7.2% in Q2 2026, buying an estimated $110K and bringing the position to 18,538 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #548.

HB Wealth Management first reported a position in ZBH in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.15M in Q1 2025. 912 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • HB Wealth Management held 18,538 shares of Zimmer Biomet worth $1.6M as of Q2 2026.
  • HB Wealth Management bought 1,249 Zimmer Biomet shares in Q2 2026, an estimated $110K.
  • Zimmer Biomet made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #548 holding.
  • HB Wealth Management first reported a position in Zimmer Biomet in Q1 2022 and has held it in 18 quarters since.
  • HB Wealth Management's Zimmer Biomet position peaked at $2.15M in Q1 2025.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.