Kestra Advisory Services
ZBH icon

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
Q3 		$511K Sell
5,751
-2,239
-28% -$212K ﹤0.01% 2479
2026
Q2 		$688K Buy
7,990
+132
+2% +$11.6K ﹤0.01% 2082
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Kestra Advisory Services's ZBH Position: Q3 2026 in Review

Kestra Advisory Services reduced its Zimmer Biomet (ZBH) stake by 28% in Q3 2026, selling an estimated $212K and leaving 5,751 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

Kestra Advisory Services first reported a position in ZBH in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.37M in Q4 2022. 478 funds tracked by Wall St. Rank hold ZBH as of Q3 2026.

  • Kestra Advisory Services held 5,751 shares of Zimmer Biomet worth $511K as of Q3 2026.
  • Kestra Advisory Services sold 2,239 Zimmer Biomet shares in Q3 2026, an estimated $212K.
  • Zimmer Biomet made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2479 holding.
  • Kestra Advisory Services first reported a position in Zimmer Biomet in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Zimmer Biomet position peaked at $1.37M in Q4 2022.
  • 478 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.