Key Financial Inc’s Zimmer Biomet ZBH Stock Holding History

Key Financial Inc’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	$20.5K	Hold	227	–	–	﹤0.01%	724
2025 Q4	$20.4K	Sell	227 -35	-13%	-$3.32K	﹤0.01%	715
2025 Q3	$25.9K	Buy	262 +163	+165%	+$16.2K	﹤0.01%	664
2025 Q2	$9.03K	Sell	99 -44	-31%	-$4.25K	﹤0.01%	879
2025 Q1	$16.2K	Hold	143	–	–	﹤0.01%	712
2024 Q4	$15.1K	Hold	143	–	–	﹤0.01%	725
2024 Q3	$15.4K	Hold	143	–	–	﹤0.01%	695
2024 Q2	$15.5K	Hold	143	–	–	﹤0.01%	684
2024 Q1	$18.9K	Hold	143	–	–	﹤0.01%	623
2023 Q4	$17.4K	Hold	143	–	–	﹤0.01%	619
2023 Q3	$16K	Hold	143	–	–	0.01%	616
2023 Q2	$20.8K	Hold	143	–	–	0.01%	566
2023 Q1	$18.5K	Buy	143 +35	+32%	+$4.39K	0.01%	562
2022 Q4	$11.3K	Hold	108	–	–	0.01%	599
2022 Q3	$11K	Hold	108	–	–	0.01%	622
2022 Q2	$12K	Hold	108	–	–	0.01%	598
2022 Q1	$14K	Sell	108 -3	-3%	-$362	0.01%	560
2021 Q4	$14K	Hold	111	–	–	0.01%	542
2021 Q3	$16K	Hold	111	–	–	0.01%	507
2021 Q2	$18K	Sell	111 -168	-60%	-$27.2K	0.01%	489
2021 Q1	$43K	Buy	279 +168	+151%	+$26K	0.03%	302
2020 Q4	$17K	Buy	+111	New	+$15.7K	0.01%	396
2020 Q2	–	Sell	-279	Closed	-$27K	–	673
2020 Q1	$27K	Buy	+279	New	+$36.6K	0.03%	299

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Key Financial Inc's ZBH Position: Q1 2026 in Review

Key Financial Inc held its Zimmer Biomet (ZBH) position steady in Q1 2026 at 227 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Key Financial Inc first reported a position in ZBH in Q1 2020 and has held it in 23 quarters since. The position peaked at $43K in Q1 2021. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Key Financial Inc held 227 shares of Zimmer Biomet worth $20.5K as of Q1 2026.
Key Financial Inc left its Zimmer Biomet share count unchanged in Q1 2026.
Zimmer Biomet made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #724 holding.
Key Financial Inc first reported a position in Zimmer Biomet in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Zimmer Biomet position peaked at $43K in Q1 2021.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.