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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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HB Wealth Management's ZBH Position: Q1 2026 in Review

HB Wealth Management increased its Zimmer Biomet (ZBH) stake by 4.4% in Q1 2026, buying an estimated $66.2K and bringing the position to 17,289 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #505.

HB Wealth Management first reported a position in ZBH in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.15M in Q1 2025. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • HB Wealth Management held 17,289 shares of Zimmer Biomet worth $1.56M as of Q1 2026.
  • HB Wealth Management bought 721 Zimmer Biomet shares in Q1 2026, an estimated $66.2K.
  • Zimmer Biomet made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #505 holding.
  • HB Wealth Management first reported a position in Zimmer Biomet in Q1 2022 and has held it in 17 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 Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.