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Independent Advisor Alliance’s Zimmer Biomet ZBH Stock Holding History

Independent Advisor Alliance’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 		– Sell
-2,812
Closed -$253K – 1675
2025
Q4 		$253K Sell
2,812
-16,592
-86% -$1.57M 0.01% 852
2025
Q3 		$1.91M Sell
19,404
-2,598
-12% -$257K 0.05% 308
2025
Q2 		$2.01M Buy
22,002
+1,380
+7% +$133K 0.06% 277
2025
Q1 		$2.33M Buy
20,622
+1,435
+7% +$154K 0.08% 227
2024
Q4 		$2.03M Buy
+19,187
New +$2.06M 0.03% 512
2024
Q3 		– Sell
-1,983
Closed -$215K – 766
2024
Q2 		$215K Sell
1,983
-105
-5% -$12.4K 0.01% 657
2024
Q1 		$276K Sell
2,088
-78
-4% -$9.74K 0.01% 589
2023
Q4 		$264K Sell
2,166
-357
-14% -$39.8K 0.01% 580
2023
Q3 		$283K Sell
2,523
-456
-15% -$57.9K 0.01% 528
2023
Q2 		$434K Sell
2,979
-371
-11% -$50.4K 0.02% 455
2023
Q1 		$433K Buy
+3,350
New +$421K 0.02% 450
2022
Q4 		– Sell
-2,818
Closed -$295K – 640
2022
Q3 		$295K Sell
2,818
-200
-7% -$21.9K 0.02% 483
2022
Q2 		$317K Hold
3,018
– – 0.02% 474
2022
Q1 		$386K Buy
3,018
+527
+21% +$63.5K 0.02% 460
2021
Q4 		$307K Sell
2,491
-1,012
-29% -$132K 0.02% 518
2021
Q3 		$498K Sell
3,503
-14
-0.4% -$2.06K 0.03% 384
2021
Q2 		$549K Buy
3,517
+180
+5% +$29.2K 0.03% 370
2021
Q1 		$519K Buy
3,337
+31
+0.9% +$4.8K 0.03% 366
2020
Q4 		$495K Buy
3,306
+450
+16% +$63.6K 0.03% 347
2020
Q3 		$378K Buy
2,856
+638
+29% +$83.3K 0.03% 346
2020
Q2 		$257K Sell
2,218
-72
-3% -$8.3K 0.03% 387
2020
Q1 		$225K Buy
2,290
+573
+33% +$75.1K 0.03% 338
2019
Q4 		$249K Sell
1,717
-60
-3% -$8.28K 0.01% 744
2019
Q3 		$237K Sell
1,777
-2
-0.1% -$258 0.03% 386
2019
Q2 		$203K Buy
1,779
+115
+7% +$13.5K 0.03% 378
2019
Q1 		$206K Buy
+1,664
New +$189K 0.03% 402

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Advisor Alliance's ZBH Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Zimmer Biomet (ZBH) in Q1 2026, closing a stake of 2,812 shares — an estimated $253K sold.

Independent Advisor Alliance first reported a position in ZBH in Q1 2019 and held it in 26 quarters. The position peaked at $2.33M in Q1 2025. 916 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Independent Advisor Alliance reported no remaining Zimmer Biomet position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,812 Zimmer Biomet shares in Q1 2026, an estimated $253K.
  • Independent Advisor Alliance first reported a position in Zimmer Biomet in Q1 2019 and held it in 26 quarters.
  • Independent Advisor Alliance's Zimmer Biomet position peaked at $2.33M in Q1 2025.
  • 916 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.