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Lodestone Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Lodestone Wealth 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
Q2 		$4.39K Sell
51
-4
-7% -$351 ﹤0.01% 609
2026
Q1 		$4.97K Sell
55
-860
-94% -$78.9K ﹤0.01% 588
2025
Q4 		$82.3K Buy
+915
New +$86.8K 0.03% 239

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
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

Lodestone Wealth Management's ZBH Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Zimmer Biomet (ZBH) stake by 7.3% in Q2 2026, selling an estimated $351 and leaving 51 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Lodestone Wealth Management first reported a position in ZBH in Q4 2025 and has held it in 3 quarters since. The position peaked at $82.3K in Q4 2025. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Lodestone Wealth Management held 51 shares of Zimmer Biomet worth $4.39K as of Q2 2026.
  • Lodestone Wealth Management sold 4 Zimmer Biomet shares in Q2 2026, an estimated $351.
  • Zimmer Biomet made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #609 holding.
  • Lodestone Wealth Management first reported a position in Zimmer Biomet in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Zimmer Biomet position peaked at $82.3K in Q4 2025.
  • 906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.