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Kelleher Financial Advisors’s Zimmer Biomet ZBH Stock Holding History

Kelleher Financial 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 		$11.9K Hold
132
– – ﹤0.01% 525
2025
Q4 		$11.9K Hold
132
– – ﹤0.01% 558
2025
Q3 		$13K Buy
+132
New +$13.1K ﹤0.01% 476

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

Kelleher Financial Advisors's ZBH Position: Q1 2026 in Review

Kelleher Financial Advisors held its Zimmer Biomet (ZBH) position steady in Q1 2026 at 132 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Kelleher Financial Advisors first reported a position in ZBH in Q3 2025 and has held it in 3 quarters since. The position peaked at $13K in Q3 2025. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Kelleher Financial Advisors held 132 shares of Zimmer Biomet worth $11.9K as of Q1 2026.
  • Kelleher Financial Advisors left its Zimmer Biomet share count unchanged in Q1 2026.
  • Zimmer Biomet made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #525 holding.
  • Kelleher Financial Advisors first reported a position in Zimmer Biomet in Q3 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Zimmer Biomet position peaked at $13K in Q3 2025.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.