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 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 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

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

Perigon Wealth Management increased its Zimmer Biomet (ZBH) stake by 32% in Q1 2026, buying an estimated $67.8K and bringing the position to 3,044 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #1056.

Perigon Wealth Management first reported a position in ZBH in Q1 2016 and has held it in 18 quarters since. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Perigon Wealth Management held 3,044 shares of Zimmer Biomet worth $275K as of Q1 2026.
Perigon Wealth Management bought 739 Zimmer Biomet shares in Q1 2026, an estimated $67.8K.
Zimmer Biomet made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1056 holding.
Perigon Wealth Management first reported a position in Zimmer Biomet in Q1 2016 and has held it in 18 quarters since.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.