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Kingswood Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Kingswood Wealth 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
Q1 		– Sell
-2,290
Closed -$206K – 981
2025
Q4 		$206K Sell
2,290
-354
-13% -$33.6K 0.01% 820
2025
Q3 		$260K Buy
2,644
+218
+9% +$21.6K 0.02% 672
2025
Q2 		$221K Sell
2,426
-179
-7% -$17.3K 0.02% 669
2025
Q1 		$295K Buy
2,605
+435
+20% +$46.5K 0.03% 553
2024
Q4 		$229K Buy
+2,170
New +$233K 0.02% 699
2024
Q3 		– Sell
-2,372
Closed -$257K – 770
2024
Q2 		$257K Buy
+2,372
New +$280K 0.02% 570

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kingswood Wealth Advisors's ZBH Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q1 2026, closing a stake of 2,290 shares — an estimated $206K sold.

Kingswood Wealth Advisors first reported a position in ZBH in Q2 2024 and held it in 6 quarters. The position peaked at $295K in Q1 2025. 916 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Zimmer Biomet position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,290 Zimmer Biomet shares in Q1 2026, an estimated $206K.
  • Kingswood Wealth Advisors first reported a position in Zimmer Biomet in Q2 2024 and held it in 6 quarters.
  • Kingswood Wealth Advisors's Zimmer Biomet position peaked at $295K in Q1 2025.
  • 916 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.