Legacy Financial Advisors’s Zimmer Biomet ZBH Stock Holding History

Legacy Financial 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 Q2	$827K	Sell	9,603 -316	-3%	-$27.7K	0.1%	157
2026 Q1	$897K	Buy	9,919 +313	+3%	+$28.7K	0.13%	146
2025 Q4	$864K	Buy	9,606 +5,010	+109%	+$475K	0.12%	142
2025 Q3	$453K	Buy	4,596 +1,020	+29%	+$101K	0.06%	242
2025 Q2	$326K	Buy	+3,576	New	+$346K	0.05%	259
2019 Q2	–	Sell	-374	Closed	-$46K	–	931
2019 Q1	$46K	Buy	374 +12	+3%	+$1.36K	0.02%	290
2018 Q4	$36K	Buy	362 +231	+176%	+$26K	0.01%	298
2018 Q3	$16K	Hold	131	–	–	0.01%	413
2018 Q2	$15K	Buy	131 +29	+28%	+$3.16K	0.01%	440
2018 Q1	$10K	Hold	102	–	–	﹤0.01%	486
2017 Q4	$11K	Buy	+102	New	+$11.5K	﹤0.01%	459

Other funds holding ZBH

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Financial Advisors's ZBH Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Zimmer Biomet (ZBH) stake by 3.2% in Q2 2026, selling an estimated $27.7K and leaving 9,603 shares worth $827K. The position accounts for 0.1% of the portfolio, ranked #157.

Legacy Financial Advisors first reported a position in ZBH in Q4 2017 and has held it in 11 quarters since. The position peaked at $897K in Q1 2026. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Legacy Financial Advisors held 9,603 shares of Zimmer Biomet worth $827K as of Q2 2026.
Legacy Financial Advisors sold 316 Zimmer Biomet shares in Q2 2026, an estimated $27.7K.
Zimmer Biomet made up 0.1% of Legacy Financial Advisors's portfolio in Q2 2026, its #157 holding.
Legacy Financial Advisors first reported a position in Zimmer Biomet in Q4 2017 and has held it in 11 quarters since.
Legacy Financial Advisors's Zimmer Biomet position peaked at $897K in Q1 2026.
906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.