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Legacy Wealth Asset Management’s Zimmer Biomet ZBH Stock Holding History

Legacy Wealth Asset Management’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
-4,666
Closed -$420K – 402
2025
Q4 		$420K Sell
4,666
-4
-0.1% -$379 0.1% 282
2025
Q3 		$460K Buy
4,670
+106
+2% +$10.5K 0.11% 269
2025
Q2 		$416K Sell
4,564
-49
-1% -$4.74K 0.11% 273
2025
Q1 		$522K Sell
4,613
-36
-0.8% -$3.85K 0.14% 231
2024
Q4 		$491K Buy
4,649
+1,759
+61% +$189K 0.13% 242
2024
Q3 		$312K Buy
2,890
+46
+2% +$5.02K 0.08% 301
2024
Q2 		$309K Buy
2,844
+131
+5% +$15.4K 0.09% 294
2024
Q1 		$358K Buy
2,713
+17
+0.6% +$2.12K 0.1% 274
2023
Q4 		$328K Buy
2,696
+29
+1% +$3.24K 0.11% 280
2023
Q3 		$299K Sell
2,667
-3
-0.1% -$381 0.11% 278
2023
Q2 		$389K Sell
2,670
-1,098
-29% -$149K 0.14% 259
2023
Q1 		$487K Hold
3,768
– – 0.18% 194
2022
Q4 		$480K Sell
3,768
-40
-1% -$4.64K 0.18% 184
2022
Q3 		$398K Sell
3,808
-374
-9% -$41K 0.17% 210
2022
Q2 		$439K Sell
4,182
-348
-8% -$41.3K 0.18% 187
2022
Q1 		$579K Buy
4,530
+88
+2% +$10.6K 0.21% 175
2021
Q4 		$548K Buy
4,442
+878
+25% +$115K 0.19% 192
2021
Q3 		$506K Buy
3,564
+1,018
+40% +$150K 0.23% 171
2021
Q2 		$398K Sell
2,546
-45
-2% -$7.29K 0.18% 215
2021
Q1 		$403K Sell
2,591
-336
-11% -$52K 0.19% 204
2020
Q4 		$438K Buy
+2,927
New +$413K 0.22% 174

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

Legacy Wealth Asset Management's ZBH Position: Q1 2026 in Review

Legacy Wealth Asset Management sold out of Zimmer Biomet (ZBH) in Q1 2026, closing a stake of 4,666 shares — an estimated $420K sold.

Legacy Wealth Asset Management first reported a position in ZBH in Q4 2020 and held it in 21 quarters. The position peaked at $579K in Q1 2022. 916 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Legacy Wealth Asset Management reported no remaining Zimmer Biomet position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 4,666 Zimmer Biomet shares in Q1 2026, an estimated $420K.
  • Legacy Wealth Asset Management first reported a position in Zimmer Biomet in Q4 2020 and held it in 21 quarters.
  • Legacy Wealth Asset Management's Zimmer Biomet position peaked at $579K in Q1 2022.
  • 916 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.