Heritage Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Heritage Wealth Advisors’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	$3.62K	Hold	40	–	–	﹤0.01%	587
2025 Q4	$3.6K	Hold	40	–	–	﹤0.01%	519
2025 Q3	$3.94K	Hold	40	–	–	﹤0.01%	488
2025 Q2	$3.65K	Hold	40	–	–	﹤0.01%	479
2025 Q1	$4.53K	Hold	40	–	–	﹤0.01%	460
2024 Q4	$4.22K	Hold	40	–	–	﹤0.01%	512
2024 Q3	$4.32K	Hold	40	–	–	﹤0.01%	495
2024 Q2	$4.34K	Hold	40	–	–	﹤0.01%	457
2024 Q1	$5.28K	Hold	40	–	–	﹤0.01%	468
2023 Q4	$4.87K	Hold	40	–	–	﹤0.01%	480
2023 Q3	$4.49K	Hold	40	–	–	﹤0.01%	439
2023 Q2	$5.82K	Hold	40	–	–	﹤0.01%	463
2023 Q1	$5.17K	Buy	+40	New	+$5.02K	﹤0.01%	471
2022 Q3	–	Sell	-630	Closed	-$66K	–	577
2022 Q2	$66K	Buy	630 +130	+26%	+$15.4K	﹤0.01%	300
2022 Q1	$64K	Sell	500 -47	-9%	-$5.67K	﹤0.01%	288
2021 Q4	$67K	Hold	547	–	–	﹤0.01%	301
2021 Q3	$77.7K	Hold	547	–	–	﹤0.01%	279
2021 Q2	$85.4K	Hold	547	–	–	0.01%	269
2021 Q1	$85K	Buy	547 +32	+6%	+$4.96K	0.01%	278
2020 Q4	$77K	Hold	515	–	–	﹤0.01%	283
2020 Q3	$68.1K	Hold	515	–	–	0.01%	244
2020 Q2	$59.7K	Hold	515	–	–	0.01%	246
2020 Q1	$50.5K	Sell	515 -33	-6%	-$4.33K	0.01%	250
2019 Q4	$79.6K	Buy	548 +33	+6%	+$4.55K	0.01%	259
2019 Q3	$68K	Sell	515 -144	-22%	-$18.6K	0.01%	245
2019 Q2	$58.9K	Buy	+659	New	+$77.2K	0.01%	234

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's ZBH Position: Q1 2026 in Review

Heritage Wealth Advisors held its Zimmer Biomet (ZBH) position steady in Q1 2026 at 40 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Heritage Wealth Advisors first reported a position in ZBH in Q2 2019 and has held it in 26 quarters since. The position peaked at $85.4K in Q2 2021. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Heritage Wealth Advisors held 40 shares of Zimmer Biomet worth $3.62K as of Q1 2026.
Heritage Wealth Advisors left its Zimmer Biomet share count unchanged in Q1 2026.
Zimmer Biomet made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #587 holding.
Heritage Wealth Advisors first reported a position in Zimmer Biomet in Q2 2019 and has held it in 26 quarters since.
Heritage Wealth Advisors's Zimmer Biomet position peaked at $85.4K in Q2 2021.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.