Heffernan Advisory’s Zimmer Biomet ZBH Stock Holding History

Heffernan 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	$239K	Buy	+2,691	New	+$255K	0.16%	49

Other funds holding ZBH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Heffernan Advisory's ZBH Position: Q3 2026 in Review

Heffernan Advisory opened a new position in Zimmer Biomet (ZBH) in Q3 2026: 2,691 shares worth $239K. The stake represents 0.16% of the portfolio and ranks #49 among its holdings.

478 funds tracked by Wall St. Rank hold ZBH as of Q3 2026.

Heffernan Advisory held 2,691 shares of Zimmer Biomet worth $239K as of Q3 2026.
Zimmer Biomet was a new Heffernan Advisory position in Q3 2026.
Zimmer Biomet made up 0.16% of Heffernan Advisory's portfolio in Q3 2026, its #49 holding.
478 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2026.

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