Modera Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Modera 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 Q1	$484K	Sell	5,352 -320	-6%	-$29.4K	0.01%	441
2025 Q4	$510K	Sell	5,672 -1,102	-16%	-$104K	0.01%	453
2025 Q3	$667K	Sell	6,774 -335	-5%	-$33.2K	0.01%	406
2025 Q2	$648K	Sell	7,109 -127	-2%	-$12.3K	0.01%	400
2025 Q1	$819K	Sell	7,236 -63	-0.9%	-$6.74K	0.01%	350
2024 Q4	$771K	Sell	7,299 -197	-3%	-$21.1K	0.01%	367
2024 Q3	$809K	Buy	7,496 +120	+2%	+$13.1K	0.01%	341
2024 Q2	$801K	Buy	7,376 +2	+0%	+$236	0.01%	320
2024 Q1	$973K	Sell	7,374 -485	-6%	-$60.6K	0.01%	300
2023 Q4	$956K	Sell	7,859 -390	-5%	-$43.5K	0.02%	293
2023 Q3	$926K	Sell	8,249 -248	-3%	-$31.5K	0.02%	293
2023 Q2	$1.24M	Buy	+8,497	New	+$1.15M	0.02%	270
2022 Q1	–	Sell	-2,723	Closed	-$336K	–	601
2021 Q4	$336K	Buy	+2,723	New	+$356K	0.01%	369
2020 Q1	–	Sell	-1,480	Closed	-$215K	–	164
2019 Q4	$215K	Buy	+1,480	New	+$204K	0.03%	141

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Modera Wealth Management's ZBH Position: Q1 2026 in Review

Modera Wealth Management reduced its Zimmer Biomet (ZBH) stake by 5.6% in Q1 2026, selling an estimated $29.4K and leaving 5,352 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #441.

Modera Wealth Management first reported a position in ZBH in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.24M in Q2 2023. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Modera Wealth Management held 5,352 shares of Zimmer Biomet worth $484K as of Q1 2026.
Modera Wealth Management sold 320 Zimmer Biomet shares in Q1 2026, an estimated $29.4K.
Zimmer Biomet made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #441 holding.
Modera Wealth Management first reported a position in Zimmer Biomet in Q4 2019 and has held it in 14 quarters since.
Modera Wealth Management's Zimmer Biomet position peaked at $1.24M in Q2 2023.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.