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Kestra Advisory Services’s Zimmer Biomet ZBH Stock Holding History

Kestra 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
Q1 		$711K Buy
7,858
+444
+6% +$40.7K ﹤0.01% 1967
2025
Q4 		$667K Buy
7,414
+992
+15% +$94.1K ﹤0.01% 1943
2025
Q3 		$633K Sell
6,422
-682
-10% -$67.6K ﹤0.01% 1899
2025
Q2 		$648K Buy
7,104
+310
+5% +$30K ﹤0.01% 1794
2025
Q1 		$769K Sell
6,794
-515
-7% -$55.1K ﹤0.01% 1550
2024
Q4 		$772K Sell
7,309
-981
-12% -$105K ﹤0.01% 1564
2024
Q3 		$895K Sell
8,290
-194
-2% -$21.2K ﹤0.01% 1392
2024
Q2 		$921K Buy
8,484
+2,165
+34% +$255K 0.01% 1375
2024
Q1 		$834K Buy
6,319
+274
+5% +$34.2K 0.01% 1355
2023
Q4 		$736K Sell
6,045
-143
-2% -$16K 0.01% 1283
2023
Q3 		$694K Buy
6,188
+820
+15% +$104K 0.01% 1185
2023
Q2 		$782K Buy
5,368
+43
+0.8% +$5.84K 0.01% 1094
2023
Q1 		$688K Sell
5,325
-5,385
-50% -$676K 0.01% 1124
2022
Q4 		$1.37M Buy
10,710
+2,407
+29% +$279K 0.01% 910
2022
Q3 		$868K Sell
8,303
-2,577
-24% -$283K 0.01% 1039
2022
Q2 		$1.14M Buy
10,880
+1,956
+22% +$232K 0.01% 912
2022
Q1 		$1.14M Buy
8,924
+1,357
+18% +$164K 0.01% 897
2021
Q4 		$933K Sell
7,567
-977
-11% -$128K 0.01% 1020
2021
Q3 		$1.21M Buy
8,544
+878
+11% +$129K 0.01% 908
2021
Q2 		$1.2M Buy
7,666
+151
+2% +$24.5K 0.01% 853
2021
Q1 		$1.17M Buy
7,515
+1,997
+36% +$309K 0.01% 805
2020
Q4 		$816K Buy
5,518
+5,466
+10,512% +$772K 0.01% 959
2020
Q3 		$449K Buy
+52
New +$6.79K 0.01% 938

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

Kestra Advisory Services's ZBH Position: Q1 2026 in Review

Kestra Advisory Services increased its Zimmer Biomet (ZBH) stake by 6% in Q1 2026, buying an estimated $40.7K and bringing the position to 7,858 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Kestra Advisory Services first reported a position in ZBH in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.37M in Q4 2022. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Kestra Advisory Services held 7,858 shares of Zimmer Biomet worth $711K as of Q1 2026.
  • Kestra Advisory Services bought 444 Zimmer Biomet shares in Q1 2026, an estimated $40.7K.
  • Zimmer Biomet made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1967 holding.
  • Kestra Advisory Services first reported a position in Zimmer Biomet in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Zimmer Biomet position peaked at $1.37M in Q4 2022.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.