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Legacy Capital Group California’s Zimmer Biomet ZBH Stock Holding History

Legacy Capital Group California’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
Q2 		– Sell
-2,234
Closed -$202K – 332
2026
Q1 		$202K Buy
+2,234
New +$205K 0.08% 273
2025
Q4 		– Sell
-2,191
Closed -$216K – 365
2025
Q3 		$216K Buy
+2,191
New +$217K 0.06% 320
2025
Q2 		– Sell
-2,154
Closed -$244K – 357
2025
Q1 		$244K Sell
2,154
-15
-0.7% -$1.6K 0.08% 271
2024
Q4 		$229K Sell
2,169
-2
-0.1% -$215 0.07% 291
2024
Q3 		$234K Sell
2,171
-95
-4% -$10.4K 0.08% 285
2024
Q2 		$246K Buy
2,266
+27
+1% +$3.18K 0.09% 266
2024
Q1 		$296K Sell
2,239
-26
-1% -$3.25K 0.11% 227
2023
Q4 		$276K Sell
2,265
-470
-17% -$52.4K 0.11% 232
2023
Q3 		$307K Buy
2,735
+494
+22% +$62.7K 0.13% 209
2023
Q2 		$326K Buy
2,241
+77
+4% +$10.5K 0.13% 201
2023
Q1 		$280K Buy
+2,164
New +$272K 0.14% 196

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Capital Group California's ZBH Position: Q2 2026 in Review

Legacy Capital Group California sold out of Zimmer Biomet (ZBH) in Q2 2026, closing a stake of 2,234 shares — an estimated $202K sold.

Legacy Capital Group California first reported a position in ZBH in Q1 2023 and held it in 11 quarters. The position peaked at $326K in Q2 2023. 912 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Legacy Capital Group California reported no remaining Zimmer Biomet position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 2,234 Zimmer Biomet shares in Q2 2026, an estimated $202K.
  • Legacy Capital Group California first reported a position in Zimmer Biomet in Q1 2023 and held it in 11 quarters.
  • Legacy Capital Group California's Zimmer Biomet position peaked at $326K in Q2 2023.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.