Key Financial Inc
ZBH icon

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
Q3 		$5.68K Sell
64
-163
-72% -$15.4K ﹤0.01% 972
2026
Q2 		$19.5K Hold
227
– – ﹤0.01% 731
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% -$4.26K ﹤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

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

Key Financial Inc's ZBH Position: Q3 2026 in Review

Key Financial Inc reduced its Zimmer Biomet (ZBH) stake by 72% in Q3 2026, selling an estimated $15.4K and leaving 64 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Key Financial Inc first reported a position in ZBH in Q1 2020 and has held it in 25 quarters since. The position peaked at $43K in Q1 2021. 558 funds tracked by Wall St. Rank hold ZBH as of Q3 2026.

  • Key Financial Inc held 64 shares of Zimmer Biomet worth $5.68K as of Q3 2026.
  • Key Financial Inc sold 163 Zimmer Biomet shares in Q3 2026, an estimated $15.4K.
  • Zimmer Biomet made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #972 holding.
  • Key Financial Inc first reported a position in Zimmer Biomet in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Zimmer Biomet position peaked at $43K in Q1 2021.
  • 558 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.