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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
Q2 		$7.4K Sell
86
-46
-35% -$4.03K ﹤0.01% 642
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kelleher Financial Advisors's ZBH Position: Q2 2026 in Review

Kelleher Financial Advisors reduced its Zimmer Biomet (ZBH) stake by 35% in Q2 2026, selling an estimated $4.03K and leaving 86 shares worth $7.4K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Kelleher Financial Advisors first reported a position in ZBH in Q3 2025 and has held it in 4 quarters since. The position peaked at $13K in Q3 2025. 912 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Kelleher Financial Advisors held 86 shares of Zimmer Biomet worth $7.4K as of Q2 2026.
  • Kelleher Financial Advisors sold 46 Zimmer Biomet shares in Q2 2026, an estimated $4.03K.
  • Zimmer Biomet made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #642 holding.
  • Kelleher Financial Advisors first reported a position in Zimmer Biomet in Q3 2025 and has held it in 4 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 Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.