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Montgomery Financial Services’s Zimmer Biomet ZBH Stock Holding History

Montgomery Financial Services’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 		$173 Buy
+2
New +$175 ﹤0.01% 326

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

Montgomery Financial Services's ZBH Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Zimmer Biomet (ZBH) in Q2 2026: 2 shares worth $173. The stake represents ﹤0.01% of the portfolio and ranks #326 among its holdings.

853 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Montgomery Financial Services held 2 shares of Zimmer Biomet worth $173 as of Q2 2026.
  • Zimmer Biomet was a new Montgomery Financial Services position in Q2 2026.
  • Zimmer Biomet made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #326 holding.
  • 853 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.