PCS
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Personal CFO Solutions’s Zimmer Biomet ZBH Stock Holding History

Personal CFO Solutions’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 		$300K Sell
3,305
-70
-2% -$6.42K 0.04% 378
2025
Q4 		$303K Sell
3,375
-101
-3% -$9.58K 0.05% 366
2025
Q3 		$342K Buy
3,476
+505
+17% +$50K 0.06% 307
2025
Q2 		$271K Sell
2,971
-375
-11% -$36.3K 0.05% 359
2025
Q1 		$379K Buy
3,346
+660
+25% +$70.6K 0.08% 260
2024
Q4 		$284K Buy
2,686
+72
+3% +$7.72K 0.06% 342
2024
Q3 		$282K Buy
2,614
+478
+22% +$52.2K 0.04% 444
2024
Q2 		$232K Sell
2,136
-37
-2% -$4.36K 0.04% 457
2024
Q1 		$287K Buy
2,173
+102
+5% +$12.7K 0.04% 408
2023
Q4 		$252K Sell
2,071
-1,123
-35% -$125K 0.04% 419
2023
Q3 		$359K Buy
3,194
+21
+0.7% +$2.67K 0.07% 281
2023
Q2 		$462K Buy
3,173
+1,414
+80% +$192K 0.09% 220
2023
Q1 		$227K Buy
+1,759
New +$221K 0.05% 407

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal CFO Solutions's ZBH Position: Q1 2026 in Review

Personal CFO Solutions reduced its Zimmer Biomet (ZBH) stake by 2.1% in Q1 2026, selling an estimated $6.42K and leaving 3,305 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #378.

Personal CFO Solutions first reported a position in ZBH in Q1 2023 and has held it in 13 quarters since. The position peaked at $462K in Q2 2023. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Personal CFO Solutions held 3,305 shares of Zimmer Biomet worth $300K as of Q1 2026.
  • Personal CFO Solutions sold 70 Zimmer Biomet shares in Q1 2026, an estimated $6.42K.
  • Zimmer Biomet made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #378 holding.
  • Personal CFO Solutions first reported a position in Zimmer Biomet in Q1 2023 and has held it in 13 quarters since.
  • Personal CFO Solutions's Zimmer Biomet position peaked at $462K in Q2 2023.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.