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Perigon Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Perigon 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 		$280K Buy
3,251
+207
+7% +$18.1K ﹤0.01% 1159
2026
Q1 		$275K Buy
3,044
+739
+32% +$67.8K 0.01% 1056
2025
Q4 		$207K Sell
2,305
-129
-5% -$12.2K ﹤0.01% 1234
2025
Q3 		$240K Sell
2,434
-18
-0.7% -$1.78K ﹤0.01% 1064
2025
Q2 		$224K Buy
2,452
+568
+30% +$54.9K 0.01% 958
2025
Q1 		$213K Sell
1,884
-214
-10% -$22.9K 0.01% 944
2024
Q4 		$229K Sell
2,098
-28
-1% -$3K 0.01% 916
2024
Q3 		$230K Buy
+2,126
New +$232K 0.01% 886
2023
Q3 		– Sell
-1,592
Closed -$232K – 826
2023
Q2 		$232K Buy
+1,592
New +$216K 0.01% 693
2021
Q1 		– Sell
-416
Closed -$62K – 1063
2020
Q4 		$62K Buy
+416
New +$58.8K 0.01% 684
2018
Q2 		– Sell
-155
Closed -$16K – 608
2018
Q1 		$16K Hold
155
– – 0.01% 470
2017
Q4 		$18K Buy
155
+83
+115% +$9.39K 0.01% 424
2017
Q3 		$8K Sell
72
-103
-59% -$11.9K ﹤0.01% 532
2017
Q2 		$22K Hold
175
– – ﹤0.01% 444
2017
Q1 		$21K Hold
175
– – ﹤0.01% 464
2016
Q4 		$20K Hold
175
– – ﹤0.01% 473
2016
Q3 		$22K Buy
175
+72
+70% +$8.9K 0.01% 391
2016
Q2 		$12K Hold
103
– – ﹤0.01% 364
2016
Q1 		$11K Buy
+103
New +$9.96K ﹤0.01% 238

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

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

Perigon Wealth Management increased its Zimmer Biomet (ZBH) stake by 6.8% in Q2 2026, buying an estimated $18.1K and bringing the position to 3,251 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Perigon Wealth Management first reported a position in ZBH in Q1 2016 and has held it in 19 quarters since. 909 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Perigon Wealth Management held 3,251 shares of Zimmer Biomet worth $280K as of Q2 2026.
  • Perigon Wealth Management bought 207 Zimmer Biomet shares in Q2 2026, an estimated $18.1K.
  • Zimmer Biomet made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1159 holding.
  • Perigon Wealth Management first reported a position in Zimmer Biomet in Q1 2016 and has held it in 19 quarters since.
  • 909 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.