IMA Advisory Services’s Zimmer Biomet ZBH Stock Holding History

IMA Advisory Services’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	$173	Buy	+2	New	+$175	﹤0.01%	1347
2023 Q1	–	Sell	-452	Closed	-$57.6K	–	346
2022 Q4	$57.6K	Hold	452	–	–	0.02%	178
2022 Q3	$47K	Hold	452	–	–	0.01%	183
2022 Q2	$47K	Hold	452	–	–	0.01%	191
2022 Q1	$58K	Sell	452 -14	-3%	-$1.69K	0.01%	160
2021 Q4	$57K	Hold	466	–	–	0.01%	168
2021 Q3	$66K	Hold	466	–	–	0.02%	153
2021 Q2	$73K	Hold	466	–	–	0.02%	148
2021 Q1	$72K	Hold	466	–	–	0.02%	145
2020 Q4	$70K	Hold	466	–	–	0.02%	141
2020 Q3	$62K	Hold	466	–	–	0.02%	149
2020 Q2	$54K	Hold	466	–	–	0.02%	150
2020 Q1	$46K	Hold	466	–	–	0.02%	150
2019 Q4	$68K	Hold	466	–	–	0.03%	141
2019 Q3	$62K	Hold	466	–	–	0.02%	147
2019 Q2	$53K	Hold	466	–	–	0.02%	147
2019 Q1	$58K	Hold	466	–	–	0.02%	150
2018 Q4	$47K	Hold	466	–	–	0.02%	160
2018 Q3	$59K	Hold	466	–	–	0.02%	150
2018 Q2	$50K	Buy	+466	New	+$50.7K	0.02%	165
2015 Q3	–	Sell	-981	Closed	-$104K	–	175
2015 Q2	$104K	Buy	+981	New	+$109K	0.05%	185

Other funds holding ZBH

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IMA Advisory Services's ZBH Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Zimmer Biomet (ZBH) in Q2 2026: 2 shares worth $173. The stake represents ﹤0.01% of the portfolio and ranks #1347 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in ZBH as recently as Q4 2022.

IMA Advisory Services first reported a position in ZBH in Q2 2015 and has held it in 21 quarters since. The position peaked at $104K in Q2 2015. 909 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

IMA Advisory Services held 2 shares of Zimmer Biomet worth $173 as of Q2 2026.
Zimmer Biomet was a new IMA Advisory Services position in Q2 2026.
Zimmer Biomet made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1347 holding.
IMA Advisory Services first reported a position in Zimmer Biomet in Q2 2015 and has held it in 21 quarters since.
IMA Advisory Services's Zimmer Biomet position peaked at $104K in Q2 2015.
909 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.