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 Q2	$426K	Sell	4,943 -409	-8%	-$35.9K	﹤0.01%	488
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 $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

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

Modera Wealth Management reduced its Zimmer Biomet (ZBH) stake by 7.6% in Q2 2026, selling an estimated $35.9K and leaving 4,943 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Modera Wealth Management first reported a position in ZBH in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.24M in Q2 2023. 909 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Modera Wealth Management held 4,943 shares of Zimmer Biomet worth $426K as of Q2 2026.
Modera Wealth Management sold 409 Zimmer Biomet shares in Q2 2026, an estimated $35.9K.
Zimmer Biomet made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #488 holding.
Modera Wealth Management first reported a position in Zimmer Biomet in Q4 2019 and has held it in 15 quarters since.
Modera Wealth Management's Zimmer Biomet position peaked at $1.24M in Q2 2023.
909 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.