Perigon Wealth Management
ZBH icon

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
Q3 		$286K Sell
3,216
-35
-1% -$3.32K ﹤0.01% 1174
2026
Q2 		$280K Buy
3,251
+207
+7% +$18.2K ﹤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 +$10K ﹤0.01% 238

Other funds holding ZBH

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Perigon Wealth Management's ZBH Position: Q3 2026 in Review

Perigon Wealth Management reduced its Zimmer Biomet (ZBH) stake by 1.1% in Q3 2026, selling an estimated $3.32K and leaving 3,216 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Perigon Wealth Management first reported a position in ZBH in Q1 2016 and has held it in 20 quarters since. 198 funds tracked by Wall St. Rank hold ZBH as of Q3 2026.

  • Perigon Wealth Management held 3,216 shares of Zimmer Biomet worth $286K as of Q3 2026.
  • Perigon Wealth Management sold 35 Zimmer Biomet shares in Q3 2026, an estimated $3.32K.
  • Zimmer Biomet made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1174 holding.
  • Perigon Wealth Management first reported a position in Zimmer Biomet in Q1 2016 and has held it in 20 quarters since.
  • 198 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.